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SIMON QUICK ADVISORS, LLC: JAAA position timeline

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

SIMON QUICK ADVISORS, LLC held 1,242,046 JAAA 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 1,242,046 shares
    Change vs previous 13F -52,529 shares

    2.53% of the 13F portfolio, value $62,710,890.

    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 1,294,575 shares
    Change vs previous 13F -8,918 shares

    2.98% of the 13F portfolio, value $65,207,766.

    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 1,303,493 shares
    Change vs previous 13F -409,309 shares

    2.88% of the 13F portfolio, value $65,930,654.

    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 1,712,802 shares
    Change vs previous 13F -11,040 shares

    3.93% of the 13F portfolio, value $86,976,104.

    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 1,723,842 shares
    Change vs previous 13F +163,061 shares

    4.43% of the 13F portfolio, value $87,484,983.

    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 1,560,781 shares
    Change vs previous 13F +477,250 shares

    4.5% of the 13F portfolio, value $79,147,229.

    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 1,083,531 shares
    Change vs previous 13F +525,576 shares

    3.29% of the 13F portfolio, value $54,945,869.

    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 557,955 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $28,388,773.

    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).