KIRR MARBACH & CO LLC /IN/ QQQ INVESCO QQQ TR

Ownership history in KIRR MARBACH & CO LLC /IN/  ·  12 quarters on record

AI Ownership Summary

KIRR MARBACH & CO LLC /IN/ reported INVESCO QQQ TR (QQQ) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows QQQ at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QQQ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KIRR MARBACH & CO LLC /IN/'s position in INVESCO QQQ TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

QQQ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How KIRR MARBACH & CO LLC /IN/ held QQQ — position size vs. price
% of Fund (quarterly)    QQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 750 0% 0.08% $433K 2026-04-17 $648.85
2025 Q4 UNCHANGED 750 0% 0.09% $461K 2026-01-26 $624.67
2025 Q3 UNCHANGED 750 0% 0.08% $451K 2025-11-14 (Est.) $607.31
2025 Q2 UNCHANGED 750 0% 0.08% $414K 2025-08-14 (Est.) $577.74
2025 Q1 UNCHANGED 750 0% 0.08% $352K 2025-04-23 $452.37
2024 Q4 UNCHANGED 750 0% 0.08% $383K 2025-01-23 $529.28
2024 Q3 UNCHANGED 750 0% 0.08% $367K 2024-10-17 $487.37
2024 Q2 UNCHANGED 750 0% 0.09% $360K 2024-07-22 $477.84
2024 Q1 UNCHANGED 750 0% 0.08% $333K 2024-04-23 $420.45
2023 Q4 UNCHANGED 750 0% 0.08% $307K 2024-01-30 $420.12
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About KIRR MARBACH & CO LLC /IN/ and QQQ

These are the practical questions this page is built to answer before you even open the full history table.

How long has KIRR MARBACH & CO LLC /IN/ reported owning QQQ?

KIRR MARBACH & CO LLC /IN/ reported QQQ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported QQQ position in KIRR MARBACH & CO LLC /IN/'s portfolio?

The largest reported portfolio weight for QQQ was 0.09% in 2025 Q4.

What is the latest reported QQQ position on this page?

The most recent filing on this page is 2026 Q1, when KIRR MARBACH & CO LLC /IN/ reported 750 shares, equal to 0.08% of portfolio, with an estimated market value of $433K.

What does the chart on this QQQ ownership page compare?

The chart compares KIRR MARBACH & CO LLC /IN/'s quarterly QQQ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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