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SIMON QUICK ADVISORS, LLC: VB position timeline

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

SIMON QUICK ADVISORS, LLC held 87,670 VB 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 87,670 shares
    Change vs previous 13F +1,566 shares

    1.07% of the 13F portfolio, value $26,574,397.

    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 86,104 shares
    Change vs previous 13F +6,550 shares

    1.03% of the 13F portfolio, value $22,552,324.

    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 79,554 shares
    Change vs previous 13F +4,080 shares

    0.9% of the 13F portfolio, value $20,520,947.

    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 75,474 shares
    Change vs previous 13F +3,199 shares

    0.87% of the 13F portfolio, value $19,191,405.

    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 72,275 shares
    Change vs previous 13F +50,041 shares

    0.87% of the 13F portfolio, value $17,127,672.

    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 22,234 shares
    Change vs previous 13F +666 shares

    0.28% of the 13F portfolio, value $4,930,433.

    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 21,568 shares
    Change vs previous 13F +195 shares

    0.31% of the 13F portfolio, value $5,182,378.

    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 21,373 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,069,820.

    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).