SIMON QUICK ADVISORS, LLC: CALF position timeline

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

SIMON QUICK ADVISORS, LLC held 8,369 CALF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

period ended2026-06-30
13F 8,369 shares
Change vs previous 13F +8 shares
0.02% of the 13F portfolio, value $423,537.
13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, LLC
Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,361 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $375,165.
13F-HR 0001692038-26-000003 filed by SIMON QUICK ADVISORS, LLC
Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).