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SIMON QUICK ADVISORS, LLC: EMR position timeline

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

SIMON QUICK ADVISORS, LLC held 31,234 EMR 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 31,234 shares
    Change vs previous 13F +242 shares

    0.18% of the 13F portfolio, value $4,471,147.

    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 30,992 shares
    Change vs previous 13F -2,223 shares

    0.19% of the 13F portfolio, value $4,060,572.

    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 33,215 shares
    Change vs previous 13F +128 shares

    0.19% of the 13F portfolio, value $4,408,295.

    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 33,087 shares
    Change vs previous 13F +3,682 shares

    0.2% of the 13F portfolio, value $4,340,353.

    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 29,405 shares
    Change vs previous 13F +25,712 shares

    0.2% of the 13F portfolio, value $3,920,569.

    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 3,693 shares
    Change vs previous 13F +796 shares

    0.02% of the 13F portfolio, value $404,927.

    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 2,897 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $359,031.

    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 2,822 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $308,647.

    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).