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Quadrant Private Wealth Management, LLC: IVW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quadrant Private Wealth Management, LLC on IVW, newest first. How the timeline and the estimate are built.

Quadrant Private Wealth Management, LLC held 0 IVW shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -101,367 shares

    13F-HR 0001725547-26-000263 filed by Quadrant Private Wealth Management, 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.

  2. period ended2026-03-31
    13F 101,367 shares
    Change vs previous 13F +6,916 shares

    1.77% of the 13F portfolio, value $11,465,613.

    13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth Management, 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 94,451 shares
    Change vs previous 13F +7,552 shares

    1.91% of the 13F portfolio, value $11,642,017.

    13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth Management, 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 86,899 shares
    Change vs previous 13F +3,867 shares

    1.92% of the 13F portfolio, value $10,490,461.

    13F-HR 0001725547-25-004204 filed by Quadrant Private Wealth Management, 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 83,032 shares
    Change vs previous 13F +6,252 shares

    1.9% of the 13F portfolio, value $9,141,796.

    13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth Management, 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 76,780 shares
    Change vs previous 13F +7,042 shares

    1.78% of the 13F portfolio, value $7,127,464.

    13F-HR 0001725547-25-001943 filed by Quadrant Private Wealth Management, 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 69,738 shares
    Change vs previous 13F +4,264 shares

    1.74% of the 13F portfolio, value $7,080,499.

    13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth Management, 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 65,474 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,269,136.

    13F-HR 0001725547-24-006345 filed by Quadrant Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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