Skip to content
Disclosery

Quotient Wealth Partners, LLC: SHYM position timeline

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

Quotient Wealth Partners, LLC held 323,488 SHYM 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 323,488 shares
    Change vs previous 13F +21,565 shares

    0.17% of the 13F portfolio, value $7,262,306.

    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 301,923 shares
    Change vs previous 13F +8,357 shares

    0.17% of the 13F portfolio, value $6,648,345.

    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 293,566 shares
    Change vs previous 13F +22,517 shares

    0.17% of the 13F portfolio, value $6,523,037.

    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 271,049 shares
    Change vs previous 13F +11,163 shares

    0.17% of the 13F portfolio, value $6,055,238.

    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 259,886 shares
    Change vs previous 13F +1,181 shares

    0.17% of the 13F portfolio, value $5,798,053.

    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 258,705 shares
    Change vs previous 13F +9,549 shares

    0.19% of the 13F portfolio, value $5,864,838.

    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 249,156 shares
    Change vs previous 13F +7,112 shares

    0.18% of the 13F portfolio, value $5,645,864.

    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 242,044 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,610,580.

    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).