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SIMON QUICK ADVISORS, LLC: BND position timeline

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

SIMON QUICK ADVISORS, LLC held 113,715 BND 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 113,715 shares
    Change vs previous 13F +7,076 shares

    0.34% of the 13F portfolio, value $8,347,816.

    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 106,639 shares
    Change vs previous 13F +18,047 shares

    0.36% of the 13F portfolio, value $7,852,893.

    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 88,592 shares
    Change vs previous 13F +15,652 shares

    0.29% of the 13F portfolio, value $6,562,021.

    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 72,940 shares
    Change vs previous 13F +16,518 shares

    0.25% of the 13F portfolio, value $5,424,527.

    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 56,422 shares
    Change vs previous 13F +30,565 shares

    0.21% of the 13F portfolio, value $4,154,369.

    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 25,857 shares
    Change vs previous 13F +2,161 shares

    0.11% of the 13F portfolio, value $1,899,183.

    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 23,696 shares
    Change vs previous 13F +3,484 shares

    0.1% of the 13F portfolio, value $1,703,954.

    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 20,212 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,518,113.

    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).