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Quotient Wealth Partners, LLC: IYW position timeline

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

Quotient Wealth Partners, LLC held 27,770 IYW 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 27,770 shares
    Change vs previous 13F -206 shares

    0.17% of the 13F portfolio, value $7,004,445.

    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 27,976 shares
    Change vs previous 13F -7,449 shares

    0.13% of the 13F portfolio, value $5,075,390.

    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 35,425 shares
    Change vs previous 13F -333,256 shares

    0.19% of the 13F portfolio, value $7,073,646.

    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 368,681 shares
    Change vs previous 13F -14,296 shares

    1.98% of the 13F portfolio, value $72,209,866.

    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 382,977 shares
    Change vs previous 13F +3,163 shares

    1.95% of the 13F portfolio, value $66,358,410.

    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 379,814 shares
    Change vs previous 13F +15,452 shares

    1.7% of the 13F portfolio, value $53,341,128.

    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 364,362 shares
    Change vs previous 13F +4,773 shares

    1.9% of the 13F portfolio, value $58,123,063.

    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 359,589 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $54,520,828.

    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).