Skip to content
Disclosery

Quotient Wealth Partners, LLC: OEF position timeline

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

Quotient Wealth Partners, LLC held 18,810 OEF 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 18,810 shares
    Change vs previous 13F -646 shares

    0.16% of the 13F portfolio, value $6,881,953.

    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 19,456 shares
    Change vs previous 13F +4,557 shares

    0.16% of the 13F portfolio, value $6,188,316.

    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 14,899 shares
    Change vs previous 13F +821 shares

    0.14% of the 13F portfolio, value $5,109,852.

    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 14,078 shares
    Change vs previous 13F +40 shares

    0.13% of the 13F portfolio, value $4,685,784.

    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 14,038 shares
    Change vs previous 13F -1,433 shares

    0.13% of the 13F portfolio, value $4,272,523.

    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 15,471 shares
    Change vs previous 13F +11,953 shares

    0.13% of the 13F portfolio, value $4,190,062.

    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 3,518 shares
    Change vs previous 13F -102 shares

    0.03% of the 13F portfolio, value $1,016,229.

    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 3,620 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,001,924.

    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).