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SIMON QUICK ADVISORS, LLC: IWB position timeline

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

SIMON QUICK ADVISORS, LLC held 1,502 IWB 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 1,502 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $614,910.

    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 1,417 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $505,092.

    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 1,445 shares
    Change vs previous 13F -1,463 shares

    0.02% of the 13F portfolio, value $539,447.

    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 2,908 shares
    Change vs previous 13F +468 shares

    0.05% of the 13F portfolio, value $1,062,866.

    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 2,440 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $828,625.

    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 2,397 shares
    Change vs previous 13F +7 shares

    0.04% of the 13F portfolio, value $735,395.

    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 2,390 shares
    Change vs previous 13F +9 shares

    0.05% of the 13F portfolio, value $769,813.

    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 2,381 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $748,545.

    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).