Skip to content
Disclosery

Quotient Wealth Partners, LLC: MUNI position timeline

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

Quotient Wealth Partners, LLC held 382,659 MUNI 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 382,659 shares
    Change vs previous 13F +37,170 shares

    0.48% of the 13F portfolio, value $20,127,847.

    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 345,489 shares
    Change vs previous 13F +21,361 shares

    0.47% of the 13F portfolio, value $18,031,089.

    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 324,128 shares
    Change vs previous 13F +21,196 shares

    0.45% of the 13F portfolio, value $16,987,569.

    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 302,932 shares
    Change vs previous 13F -15 shares

    0.43% of the 13F portfolio, value $15,837,304.

    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 302,947 shares
    Change vs previous 13F +14,481 shares

    0.46% of the 13F portfolio, value $15,559,370.

    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 288,466 shares
    Change vs previous 13F -80,390 shares

    0.47% of the 13F portfolio, value $14,870,435.

    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 368,856 shares
    Change vs previous 13F -3,780 shares

    0.62% of the 13F portfolio, value $19,080,895.

    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 372,636 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $19,742,255.

    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).