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Quotient Wealth Partners, LLC: PNC position timeline

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

Quotient Wealth Partners, LLC held 2,698 PNC 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 2,698 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $664,342.

    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 2,611 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $543,370.

    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 2,590 shares
    Change vs previous 13F -86 shares

    0.01% of the 13F portfolio, value $540,600.

    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 2,676 shares
    Change vs previous 13F -80 shares

    0.01% of the 13F portfolio, value $537,699.

    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 2,756 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $513,815.

    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 2,786 shares
    Change vs previous 13F -345 shares

    0.02% of the 13F portfolio, value $489,741.

    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 3,131 shares
    Change vs previous 13F -357 shares

    0.02% of the 13F portfolio, value $603,773.

    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 3,488 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $644,757.

    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).