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SIMON QUICK ADVISORS, LLC: C position timeline

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

SIMON QUICK ADVISORS, LLC held 47,903 C 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 47,903 shares
    Change vs previous 13F -322 shares

    0.27% of the 13F portfolio, value $6,704,569.

    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 48,225 shares
    Change vs previous 13F -17,443 shares

    0.25% of the 13F portfolio, value $5,469,152.

    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 65,668 shares
    Change vs previous 13F +615 shares

    0.33% of the 13F portfolio, value $7,662,812.

    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 65,053 shares
    Change vs previous 13F -1,261 shares

    0.3% of the 13F portfolio, value $6,602,895.

    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 66,314 shares
    Change vs previous 13F +55,000 shares

    0.29% of the 13F portfolio, value $5,644,645.

    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 11,314 shares
    Change vs previous 13F +3,126 shares

    0.05% of the 13F portfolio, value $803,180.

    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 8,188 shares
    Change vs previous 13F +2,049 shares

    0.03% of the 13F portfolio, value $576,337.

    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 6,139 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $384,273.

    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).