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SIMON QUICK ADVISORS, LLC: SGOV position timeline

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

SIMON QUICK ADVISORS, LLC held 100,937 SGOV 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 100,937 shares
    Change vs previous 13F +4,985 shares

    0.41% of the 13F portfolio, value $10,161,302.

    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 95,952 shares
    Change vs previous 13F +28,305 shares

    0.44% of the 13F portfolio, value $9,658,533.

    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 67,647 shares
    Change vs previous 13F -4,762 shares

    0.3% of the 13F portfolio, value $6,790,366.

    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 72,409 shares
    Change vs previous 13F +5,292 shares

    0.33% of the 13F portfolio, value $7,291,610.

    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 67,117 shares
    Change vs previous 13F +12,732 shares

    0.34% of the 13F portfolio, value $6,758,010.

    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 54,385 shares
    Change vs previous 13F +26,594 shares

    0.31% of the 13F portfolio, value $5,474,969.

    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 27,791 shares
    Change vs previous 13F +2,267 shares

    0.17% of the 13F portfolio, value $2,788,006.

    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 25,524 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,570,817.

    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).