SIMON QUICK ADVISORS, LLC: EE position timeline

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

SIMON QUICK ADVISORS, LLC held 6,400 EE 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 6,400 shares
Change vs previous 13F -2 shares
0.01% of the 13F portfolio, value $243,136.
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 6,402 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $213,963.
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).