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SIMON QUICK ADVISORS, LLC: BDX position timeline

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

SIMON QUICK ADVISORS, LLC held 3,988 BDX 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 3,988 shares
    Change vs previous 13F -40 shares

    0.02% of the 13F portfolio, value $603,504.

    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 4,028 shares
    Change vs previous 13F -53 shares

    0.03% of the 13F portfolio, value $633,322.

    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 4,081 shares
    Change vs previous 13F +1,187 shares

    0.03% of the 13F portfolio, value $792,000.

    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 2,894 shares
    Change vs previous 13F -702 shares

    0.02% of the 13F portfolio, value $541,670.

    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 3,596 shares
    Change vs previous 13F -1,250 shares

    0.03% of the 13F portfolio, value $619,411.

    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 4,846 shares
    Change vs previous 13F -37 shares

    0.06% of the 13F portfolio, value $1,110,025.

    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 4,883 shares
    Change vs previous 13F +142 shares

    0.07% of the 13F portfolio, value $1,107,806.

    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 4,741 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,143,059.

    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).