Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: IVV position timeline

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

SIMON QUICK ADVISORS, LLC held 136,664 IVV 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 136,664 shares
    Change vs previous 13F +4,928 shares

    4.13% of the 13F portfolio, value $102,346,481.

    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 131,736 shares
    Change vs previous 13F -1,295 shares

    3.94% of the 13F portfolio, value $86,051,498.

    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 133,031 shares
    Change vs previous 13F +10,513 shares

    3.98% of the 13F portfolio, value $91,118,572.

    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 122,518 shares
    Change vs previous 13F +9,468 shares

    3.71% of the 13F portfolio, value $82,001,226.

    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 113,050 shares
    Change vs previous 13F +321 shares

    3.55% of the 13F portfolio, value $70,193,031.

    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 112,729 shares
    Change vs previous 13F -8,041 shares

    3.6% of the 13F portfolio, value $63,342,642.

    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 120,770 shares
    Change vs previous 13F +9,434 shares

    4.26% of the 13F portfolio, value $71,095,138.

    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 111,336 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $64,221,048.

    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).