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Zuckerman Investment Group, LLC: QQQ position timeline

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

Zuckerman Investment Group, LLC held 9,550 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,550 shares
    Change vs previous 13F +438 shares

    0.59% of the 13F portfolio, value $7,032,620.

    13F-HR 0001423296-26-000008 filed by Zuckerman Investment Group, 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 9,112 shares
    Change vs previous 13F -115 shares

    0.49% of the 13F portfolio, value $5,259,264.

    13F-HR 0001423296-26-000005 filed by Zuckerman Investment Group, 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 9,227 shares
    Change vs previous 13F -303 shares

    0.51% of the 13F portfolio, value $5,668,238.

    13F-HR 0001423296-26-000002 filed by Zuckerman Investment Group, 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 9,530 shares
    Change vs previous 13F +1 shares

    0.53% of the 13F portfolio, value $5,721,526.

    13F-HR 0001423296-25-000015 filed by Zuckerman Investment Group, 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 9,529 shares
    Change vs previous 13F -978 shares

    0.51% of the 13F portfolio, value $5,256,578.

    13F-HR 0001423296-25-000008 filed by Zuckerman Investment Group, 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 10,507 shares
    Change vs previous 13F -42 shares

    0.53% of the 13F portfolio, value $4,926,942.

    13F-HR 0001423296-25-000004 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,549 shares
    Change vs previous 13F -36 shares

    0.52% of the 13F portfolio, value $5,465,542.

    13F-HR 0001423296-25-000001 filed by Zuckerman Investment Group, 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 10,585 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,166,221.

    13F-HR 0001423296-24-000014 filed by Zuckerman Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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