Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: SPDW position timeline

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

SIMON QUICK ADVISORS, LLC held 59,426 SPDW 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 59,426 shares
    Change vs previous 13F -3,198 shares

    0.12% of the 13F portfolio, value $2,994,455.

    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 62,624 shares
    Change vs previous 13F -413 shares

    0.13% of the 13F portfolio, value $2,858,790.

    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 63,037 shares
    Change vs previous 13F -8,732 shares

    0.12% of the 13F portfolio, value $2,799,478.

    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 71,769 shares
    Change vs previous 13F -3,122 shares

    0.14% of the 13F portfolio, value $3,070,976.

    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 74,891 shares
    Change vs previous 13F -1,514 shares

    0.15% of the 13F portfolio, value $3,032,318.

    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 76,405 shares
    Change vs previous 13F -17 shares

    0.16% of the 13F portfolio, value $2,781,909.

    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 76,422 shares
    Change vs previous 13F -9,987 shares

    0.16% of the 13F portfolio, value $2,608,286.

    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 86,409 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,245,535.

    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).