Skip to content
Disclosery

Quotient Wealth Partners, LLC: SGOV position timeline

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

Quotient Wealth Partners, LLC held 18,593 SGOV 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 18,593 shares
    Change vs previous 13F -256 shares

    0.04% of the 13F portfolio, value $1,871,757.

    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 18,849 shares
    Change vs previous 13F -409 shares

    0.05% of the 13F portfolio, value $1,897,340.

    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 19,258 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,933,118.

    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).