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Quotient Wealth Partners, LLC: S position timeline

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

Quotient Wealth Partners, LLC held 45,403 S 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 45,403 shares
    Change vs previous 13F -1,372 shares

    0.02% of the 13F portfolio, value $770,489.

    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 46,775 shares
    Change vs previous 13F +1,413 shares

    0.02% of the 13F portfolio, value $602,462.

    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 45,362 shares
    Change vs previous 13F -47 shares

    0.02% of the 13F portfolio, value $680,430.

    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 45,409 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $799,652.

    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 45,412 shares
    Change vs previous 13F +400 shares

    0.02% of the 13F portfolio, value $830,131.

    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 45,012 shares
    Change vs previous 13F -10,279 shares

    0.03% of the 13F portfolio, value $818,318.

    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 55,291 shares
    Change vs previous 13F -7,500 shares

    0.04% of the 13F portfolio, value $1,227,460.

    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 62,791 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,501,961.

    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).