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SIMON QUICK ADVISORS, LLC: ACWX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMON QUICK ADVISORS, LLC on ACWX, newest first. How the timeline and the estimate are built.

SIMON QUICK ADVISORS, LLC held 44,635 ACWX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,635 shares
    Change vs previous 13F -1,523 shares

    0.14% of the 13F portfolio, value $3,397,134.

    13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, 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 46,158 shares
    Change vs previous 13F -1,159 shares

    0.14% of the 13F portfolio, value $3,160,452.

    13F-HR 0001692038-26-000003 filed by SIMON QUICK ADVISORS, 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 47,317 shares
    Change vs previous 13F +4,243 shares

    0.14% of the 13F portfolio, value $3,176,372.

    13F-HR 0001692038-26-000001 filed by SIMON QUICK ADVISORS, 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 43,074 shares
    Change vs previous 13F +1,552 shares

    0.13% of the 13F portfolio, value $2,800,251.

    13F-HR 0001692038-25-000013 filed by SIMON QUICK ADVISORS, 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/A 41,522 shares
    Change vs previous 13F -8,086 shares

    0.13% of the 13F portfolio, value $2,530,374.

    13F-HR/A 0001692038-25-000012 filed by SIMON QUICK ADVISORS, 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 49,608 shares
    Change vs previous 13F -1,935 shares

    0.16% of the 13F portfolio, value $2,750,777.

    13F-HR 0001692038-25-000007 filed by SIMON QUICK ADVISORS, 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 51,543 shares
    Change vs previous 13F -4,096 shares

    0.16% of the 13F portfolio, value $2,688,477.

    13F-HR 0001692038-25-000001 filed by SIMON QUICK ADVISORS, 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 55,639 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,183,674.

    13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).