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Quotient Wealth Partners, LLC: SPYV position timeline

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

Quotient Wealth Partners, LLC held 3,939,693 SPYV 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 3,939,693 shares
    Change vs previous 13F +99,045 shares

    5.65% of the 13F portfolio, value $239,493,952.

    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 3,840,648 shares
    Change vs previous 13F +272,930 shares

    5.72% of the 13F portfolio, value $217,303,884.

    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 3,567,718 shares
    Change vs previous 13F -978,619 shares

    5.39% of the 13F portfolio, value $202,682,042.

    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 4,546,337 shares
    Change vs previous 13F +162,236 shares

    6.89% of the 13F portfolio, value $251,548,829.

    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 4,384,101 shares
    Change vs previous 13F +164,658 shares

    6.75% of the 13F portfolio, value $229,463,827.

    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 4,219,443 shares
    Change vs previous 13F +973,797 shares

    6.88% of the 13F portfolio, value $215,486,933.

    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 3,245,646 shares
    Change vs previous 13F +40,403 shares

    5.43% of the 13F portfolio, value $165,982,340.

    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 3,205,243 shares
    Change vs previous 13F not available

    5.57% of the 13F portfolio, value $169,429,155.

    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).