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Quotient Wealth Partners, LLC: SMMU position timeline

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

Quotient Wealth Partners, LLC held 139,502 SMMU 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 139,502 shares
    Change vs previous 13F +5,754 shares

    0.17% of the 13F portfolio, value $7,044,833.

    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 133,748 shares
    Change vs previous 13F -3,972 shares

    0.18% of the 13F portfolio, value $6,747,563.

    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 137,720 shares
    Change vs previous 13F -5,725 shares

    0.18% of the 13F portfolio, value $6,945,234.

    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 143,445 shares
    Change vs previous 13F -2,513 shares

    0.2% of the 13F portfolio, value $7,254,019.

    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 145,958 shares
    Change vs previous 13F +15,052 shares

    0.22% of the 13F portfolio, value $7,322,713.

    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 130,906 shares
    Change vs previous 13F +95,273 shares

    0.21% of the 13F portfolio, value $6,547,918.

    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 35,633 shares
    Change vs previous 13F +12,808 shares

    0.06% of the 13F portfolio, value $1,775,949.

    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 22,825 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,152,663.

    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).