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SIMON QUICK ADVISORS, LLC: IWF position timeline

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

SIMON QUICK ADVISORS, LLC held 994,081 IWF 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 994,081 shares
    Change vs previous 13F +746,602 shares

    4.99% of the 13F portfolio, value $123,435,067.

    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 247,479 shares
    Change vs previous 13F -1,922 shares

    4.83% of the 13F portfolio, value $105,524,835.

    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 249,401 shares
    Change vs previous 13F -5,875 shares

    5.15% of the 13F portfolio, value $118,041,571.

    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 255,276 shares
    Change vs previous 13F +425 shares

    5.41% of the 13F portfolio, value $119,573,894.

    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 254,851 shares
    Change vs previous 13F +6,035 shares

    5.48% of the 13F portfolio, value $108,204,646.

    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 248,816 shares
    Change vs previous 13F -7,858 shares

    5.11% of the 13F portfolio, value $89,844,931.

    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 256,674 shares
    Change vs previous 13F -2,059 shares

    6.17% of the 13F portfolio, value $103,075,046.

    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 258,733 shares
    Change vs previous 13F not available

    6.14% of the 13F portfolio, value $97,123,173.

    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).