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SIMON QUICK ADVISORS, LLC: FPE position timeline

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

SIMON QUICK ADVISORS, LLC held 31,083 FPE 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 31,083 shares
    Change vs previous 13F +447 shares

    0.02% of the 13F portfolio, value $555,760.

    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 30,636 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $543,787.

    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).