Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: ITOT position timeline

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

SIMON QUICK ADVISORS, LLC held 438,896 ITOT 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 438,896 shares
    Change vs previous 13F -815 shares

    2.91% of the 13F portfolio, value $72,097,499.

    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 439,711 shares
    Change vs previous 13F -4,138 shares

    2.87% of the 13F portfolio, value $62,627,993.

    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 443,849 shares
    Change vs previous 13F -21,836 shares

    2.88% of the 13F portfolio, value $65,995,936.

    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 465,685 shares
    Change vs previous 13F +1,831 shares

    3.07% of the 13F portfolio, value $67,827,065.

    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 463,854 shares
    Change vs previous 13F -22,844 shares

    3.17% of the 13F portfolio, value $62,638,817.

    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 486,698 shares
    Change vs previous 13F -60,594 shares

    3.38% of the 13F portfolio, value $59,381,975.

    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 547,292 shares
    Change vs previous 13F -16,681 shares

    4.22% of the 13F portfolio, value $70,392,687.

    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 563,973 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $70,846,309.

    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).