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SIMON QUICK ADVISORS, LLC: ITM position timeline

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

SIMON QUICK ADVISORS, LLC held 94,341 ITM 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 94,341 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $4,433,084.

    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 94,341 shares
    Change vs previous 13F -1,031 shares

    0.2% of the 13F portfolio, value $4,380,253.

    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 95,372 shares
    Change vs previous 13F -1,613 shares

    0.2% of the 13F portfolio, value $4,497,744.

    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 96,985 shares
    Change vs previous 13F -12,883 shares

    0.2% of the 13F portfolio, value $4,519,501.

    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 109,868 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,995,698.

    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).