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Disclosery

Winter & Associates, Inc.: QQQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Winter & Associates, Inc. on QQQ, newest first. How the timeline and the estimate are built.

Winter & Associates, Inc. held 6,496 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,496 shares
    Change vs previous 13F +555 shares

    3.59% of the 13F portfolio, value $4,783,355.

    13F-HR 0002109063-26-000003 filed by Winter & Associates, Inc.
    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 5,941 shares
    Change vs previous 13F -112 shares

    3.06% of the 13F portfolio, value $3,496,067.

    13F-HR 0002109063-26-000002 filed by Winter & Associates, Inc.
    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 6,053 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,718,133.

    13F-HR 0002109063-26-000001 filed by Winter & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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