Quotient Wealth Partners, LLC: ACWI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quotient Wealth Partners, LLC on ACWI, newest first. How the timeline and the estimate are built.
Quotient Wealth Partners, LLC held 4,290 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 4,290 sharesChange vs previous 13F +316 shares
0.02% of the 13F portfolio, value $673,441.
13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,974 sharesChange vs previous 13F -66 shares
0.01% of the 13F portfolio, value $549,867.
13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,040 sharesChange vs previous 13F -36 shares
0.02% of the 13F portfolio, value $571,604.
13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,076 sharesChange vs previous 13F -245 shares
0.02% of the 13F portfolio, value $563,508.
13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,321 sharesChange vs previous 13F -334 shares
0.02% of the 13F portfolio, value $555,720.
13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,655 sharesChange vs previous 13F -270 shares
0.02% of the 13F portfolio, value $541,750.
13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,925 sharesChange vs previous 13F -631 shares
0.02% of the 13F portfolio, value $578,746.
13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,556 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $664,279.
13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).