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SIMON QUICK ADVISORS, LLC: SAN position timeline

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

SIMON QUICK ADVISORS, LLC held 0 SAN shares at 2025-06-30 per its 13F-HR/A filed 2025-10-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F/A 0 shares
    Change vs previous 13F -29,954 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 29,954 shares
    Change vs previous 13F +17,289 shares

    0.01% of the 13F portfolio, value $200,692.

    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).

  3. period ended2024-12-31
    13F 12,665 shares
    Change vs previous 13F +2,393 shares

    <0.01% of the 13F portfolio, value $57,752.

    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).

  4. period ended2024-09-30
    13F 10,272 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,387.

    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).