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SIMON QUICK ADVISORS, LLC: SPYV position timeline

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

SIMON QUICK ADVISORS, LLC held 1,524,098 SPYV 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 1,524,098 shares
    Change vs previous 13F -5,881 shares

    3.74% of the 13F portfolio, value $92,649,909.

    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 1,529,979 shares
    Change vs previous 13F +3,491 shares

    3.96% of the 13F portfolio, value $86,566,210.

    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 1,526,488 shares
    Change vs previous 13F -28,105 shares

    3.78% of the 13F portfolio, value $86,719,809.

    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 1,554,593 shares
    Change vs previous 13F -18,420 shares

    3.89% of the 13F portfolio, value $86,015,643.

    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 1,573,013 shares
    Change vs previous 13F -223,127 shares

    4.17% of the 13F portfolio, value $82,331,487.

    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 1,796,140 shares
    Change vs previous 13F -102,873 shares

    5.22% of the 13F portfolio, value $91,728,893.

    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 1,899,013 shares
    Change vs previous 13F -27,209 shares

    5.82% of the 13F portfolio, value $97,115,524.

    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 1,926,222 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $101,820,111.

    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).