Skip to content
Disclosery

Quotient Wealth Partners, LLC: USMV position timeline

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

Quotient Wealth Partners, LLC held 65,552 USMV 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 65,552 shares
    Change vs previous 13F -9,768 shares

    0.15% of the 13F portfolio, value $6,323,158.

    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 75,320 shares
    Change vs previous 13F -657,384 shares

    0.18% of the 13F portfolio, value $6,985,144.

    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 732,704 shares
    Change vs previous 13F -339,509 shares

    1.84% of the 13F portfolio, value $68,991,450.

    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 1,072,213 shares
    Change vs previous 13F +52,608 shares

    2.79% of the 13F portfolio, value $102,010,388.

    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 1,019,605 shares
    Change vs previous 13F +23,868 shares

    2.82% of the 13F portfolio, value $95,710,326.

    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 995,737 shares
    Change vs previous 13F -17,782 shares

    2.98% of the 13F portfolio, value $93,260,736.

    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 1,013,519 shares
    Change vs previous 13F +12,622 shares

    2.94% of the 13F portfolio, value $89,990,354.

    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 1,000,897 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $91,391,900.

    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).