Skip to content
Disclosery

Quotient Wealth Partners, LLC: MBB position timeline

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

Quotient Wealth Partners, LLC held 1,685,608 MBB 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 1,685,608 shares
    Change vs previous 13F +57,515 shares

    3.76% of the 13F portfolio, value $159,323,662.

    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 1,628,093 shares
    Change vs previous 13F +253,794 shares

    4.07% of the 13F portfolio, value $154,587,416.

    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 1,374,299 shares
    Change vs previous 13F -198,316 shares

    3.48% of the 13F portfolio, value $130,860,722.

    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 1,572,615 shares
    Change vs previous 13F +79,974 shares

    4.1% of the 13F portfolio, value $149,634,309.

    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 1,492,641 shares
    Change vs previous 13F +34,285 shares

    4.12% of the 13F portfolio, value $140,144,048.

    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 1,458,356 shares
    Change vs previous 13F -464,792 shares

    4.37% of the 13F portfolio, value $136,764,594.

    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 1,923,148 shares
    Change vs previous 13F +64,491 shares

    5.77% of the 13F portfolio, value $176,314,208.

    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 1,858,657 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $178,077,973.

    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).