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SURIENCE PRIVATE WEALTH LLC: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SURIENCE PRIVATE WEALTH LLC on QQQ, newest first. How the timeline and the estimate are built.

SURIENCE PRIVATE WEALTH LLC held 12,846 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,846 shares
    Change vs previous 13F +8,823 shares

    8.32% of the 13F portfolio, value $9,459,794.

    13F-HR 0001725547-26-000253 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,023 shares
    Change vs previous 13F +3,414 shares

    2.49% of the 13F portfolio, value $2,321,995.

    13F-HR 0001725547-26-000144 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 609 shares
    Change vs previous 13F -12,557 shares

    0.42% of the 13F portfolio, value $374,115.

    13F-HR 0001725547-26-000029 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 13,166 shares
    Change vs previous 13F -8,124 shares

    7.48% of the 13F portfolio, value $7,904,471.

    13F-HR 0001725547-25-004108 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,290 shares
    Change vs previous 13F +21,290 shares

    11.03% of the 13F portfolio, value $11,744,416.

    13F-HR 0001725547-25-003433 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -17,044 shares

    13F-HR 0001725547-25-001543 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 17,044 shares
    Change vs previous 13F -8,667 shares

    11.25% of the 13F portfolio, value $8,713,443.

    13F-HR 0001725547-25-000087 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,711 shares
    Change vs previous 13F not available

    12.83% of the 13F portfolio, value $12,548,805.

    13F-HR 0001725547-24-005963 filed by SURIENCE PRIVATE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).