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Quotient Wealth Partners, LLC: TIP position timeline

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

Quotient Wealth Partners, LLC held 491,120 TIP 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 491,120 shares
    Change vs previous 13F +17,310 shares

    1.27% of the 13F portfolio, value $53,743,275.

    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 473,810 shares
    Change vs previous 13F +19,162 shares

    1.38% of the 13F portfolio, value $52,289,723.

    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 454,648 shares
    Change vs previous 13F +26,086 shares

    1.33% of the 13F portfolio, value $49,970,314.

    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 428,562 shares
    Change vs previous 13F +19,294 shares

    1.31% of the 13F portfolio, value $47,664,675.

    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 409,268 shares
    Change vs previous 13F +8,202 shares

    1.33% of the 13F portfolio, value $45,035,888.

    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 401,066 shares
    Change vs previous 13F +6,496 shares

    1.42% of the 13F portfolio, value $44,554,412.

    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 394,570 shares
    Change vs previous 13F +12,055 shares

    1.38% of the 13F portfolio, value $42,041,389.

    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 382,515 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $42,256,474.

    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).