SIMON QUICK ADVISORS, LLC: IGM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SIMON QUICK ADVISORS, LLC on IGM, newest first. How the timeline and the estimate are built.
SIMON QUICK ADVISORS, LLC held 10,143 IGM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 10,143 sharesChange vs previous 13F +7,261 shares
0.07% of the 13F portfolio, value $1,659,181.
13F-HR 0001692038-26-000006 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,882 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $341,515.
13F-HR 0001692038-26-000003 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,881 sharesChange vs previous 13F +2 shares
0.02% of the 13F portfolio, value $372,083.
13F-HR 0001692038-26-000001 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,879 sharesChange vs previous 13F +1 shares
0.02% of the 13F portfolio, value $362,658.
13F-HR 0001692038-25-000013 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 2,878 sharesChange vs previous 13F -15,617 shares
0.02% of the 13F portfolio, value $323,355.
13F-HR/A 0001692038-25-000012 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,495 sharesChange vs previous 13F -78 shares
0.1% of the 13F portfolio, value $1,676,932.
13F-HR 0001692038-25-000007 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 18,573 sharesChange vs previous 13F +15,756 shares
0.11% of the 13F portfolio, value $1,896,142.
13F-HR 0001692038-25-000001 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,817 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $270,257.
13F-HR 0001692038-24-000008 filed by SIMON QUICK ADVISORS, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).