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Quotient Wealth Partners, LLC: STIP position timeline

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

Quotient Wealth Partners, LLC held 649,411 STIP 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 649,411 shares
    Change vs previous 13F +15,396 shares

    1.57% of the 13F portfolio, value $66,343,876.

    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 634,015 shares
    Change vs previous 13F -429,799 shares

    1.73% of the 13F portfolio, value $65,576,135.

    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 1,063,814 shares
    Change vs previous 13F +79,701 shares

    2.9% of the 13F portfolio, value $108,923,882.

    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 984,113 shares
    Change vs previous 13F +55,973 shares

    2.79% of the 13F portfolio, value $101,717,894.

    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 928,140 shares
    Change vs previous 13F +23,856 shares

    2.81% of the 13F portfolio, value $95,514,920.

    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 904,284 shares
    Change vs previous 13F +470,472 shares

    2.99% of the 13F portfolio, value $93,566,239.

    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 433,812 shares
    Change vs previous 13F +12,447 shares

    1.43% of the 13F portfolio, value $43,641,448.

    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 421,365 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $42,692,676.

    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).