Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: IVE position timeline

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

SIMON QUICK ADVISORS, LLC held 8,606 IVE 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 8,606 shares
    Change vs previous 13F -120 shares

    0.08% of the 13F portfolio, value $1,954,185.

    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 8,726 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $1,842,456.

    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 8,725 shares
    Change vs previous 13F -2,189 shares

    0.08% of the 13F portfolio, value $1,850,353.

    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 10,914 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $2,253,938.

    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 10,914 shares
    Change vs previous 13F -300 shares

    0.11% of the 13F portfolio, value $2,132,762.

    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 11,214 shares
    Change vs previous 13F +577 shares

    0.12% of the 13F portfolio, value $2,137,087.

    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 10,637 shares
    Change vs previous 13F -3,095 shares

    0.12% of the 13F portfolio, value $2,030,335.

    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 13,732 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,707,588.

    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).