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Quadrant Private Wealth Management, LLC: SPBO position timeline

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

Quadrant Private Wealth Management, LLC held 54,902 SPBO 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 54,902 shares
    Change vs previous 13F +14,046 shares

    0.36% of the 13F portfolio, value $1,594,354.

    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).

  2. period ended2026-03-31
    13F 40,856 shares
    Change vs previous 13F -696 shares

    0.18% of the 13F portfolio, value $1,186,050.

    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 41,552 shares
    Change vs previous 13F +1,690 shares

    0.2% of the 13F portfolio, value $1,219,136.

    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 39,862 shares
    Change vs previous 13F +3,206 shares

    0.22% of the 13F portfolio, value $1,181,111.

    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 36,656 shares
    Change vs previous 13F -6,107 shares

    0.22% of the 13F portfolio, value $1,071,074.

    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 42,763 shares
    Change vs previous 13F +5,096 shares

    0.31% of the 13F portfolio, value $1,241,410.

    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 37,667 shares
    Change vs previous 13F -51,633 shares

    0.27% of the 13F portfolio, value $1,078,783.

    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 89,300 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,681,679.

    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).