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SIMON QUICK ADVISORS, LLC: PFG position timeline

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

SIMON QUICK ADVISORS, LLC held 26,235 PFG 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 26,235 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $2,827,608.

    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 26,255 shares
    Change vs previous 13F +1,796 shares

    0.11% of the 13F portfolio, value $2,365,838.

    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 24,459 shares
    Change vs previous 13F -14 shares

    0.09% of the 13F portfolio, value $2,157,528.

    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 24,473 shares
    Change vs previous 13F -1,217 shares

    0.09% of the 13F portfolio, value $2,029,056.

    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 25,690 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,040,557.

    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).