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Quotient Wealth Partners, LLC: HEZU position timeline

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

Quotient Wealth Partners, LLC held 41,363 HEZU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,363 shares
    Change vs previous 13F -1,428 shares

    0.05% of the 13F portfolio, value $2,074,493.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 42,791 shares
    Change vs previous 13F +3,691 shares

    0.05% of the 13F portfolio, value $1,869,983.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 39,100 shares
    Change vs previous 13F -986 shares

    0.05% of the 13F portfolio, value $1,711,016.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 40,086 shares
    Change vs previous 13F -512 shares

    0.05% of the 13F portfolio, value $1,690,186.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 40,598 shares
    Change vs previous 13F -241 shares

    0.05% of the 13F portfolio, value $1,665,736.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 40,839 shares
    Change vs previous 13F +2,825 shares

    0.05% of the 13F portfolio, value $1,591,496.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, 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 38,014 shares
    Change vs previous 13F -964 shares

    0.04% of the 13F portfolio, value $1,362,422.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 38,978 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,432,831.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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