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SIMON QUICK ADVISORS, LLC: MP position timeline

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

SIMON QUICK ADVISORS, LLC held 43,112 MP 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 43,112 shares
    Change vs previous 13F -56 shares

    0.1% of the 13F portfolio, value $2,414,703.

    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 43,168 shares
    Change vs previous 13F -229 shares

    0.1% of the 13F portfolio, value $2,083,288.

    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 43,397 shares
    Change vs previous 13F -7,218 shares

    0.1% of the 13F portfolio, value $2,192,416.

    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 50,615 shares
    Change vs previous 13F +709 shares

    0.15% of the 13F portfolio, value $3,394,748.

    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 49,906 shares
    Change vs previous 13F -2,857 shares

    0.08% of the 13F portfolio, value $1,660,373.

    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 52,763 shares
    Change vs previous 13F +219 shares

    0.07% of the 13F portfolio, value $1,287,945.

    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 52,544 shares
    Change vs previous 13F +1,735 shares

    0.05% of the 13F portfolio, value $819,686.

    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 50,809 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $896,779.

    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).