Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: IBM position timeline

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

SIMON QUICK ADVISORS, LLC held 34,757 IBM 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 34,757 shares
    Change vs previous 13F +11,998 shares

    0.39% of the 13F portfolio, value $9,773,974.

    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 22,759 shares
    Change vs previous 13F +4,131 shares

    0.25% of the 13F portfolio, value $5,516,500.

    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 18,628 shares
    Change vs previous 13F +277 shares

    0.24% of the 13F portfolio, value $5,517,680.

    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 18,351 shares
    Change vs previous 13F -277 shares

    0.23% of the 13F portfolio, value $5,178,022.

    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 18,628 shares
    Change vs previous 13F +9,733 shares

    0.28% of the 13F portfolio, value $5,491,307.

    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 8,895 shares
    Change vs previous 13F +1,124 shares

    0.13% of the 13F portfolio, value $2,211,891.

    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 7,771 shares
    Change vs previous 13F +589 shares

    0.1% of the 13F portfolio, value $1,708,404.

    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 7,182 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,587,879.

    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).