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SIMON QUICK ADVISORS, LLC: VRT position timeline

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

SIMON QUICK ADVISORS, LLC held 5,671 VRT 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 5,671 shares
    Change vs previous 13F -734 shares

    0.08% of the 13F portfolio, value $1,898,634.

    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 6,405 shares
    Change vs previous 13F -809 shares

    0.07% of the 13F portfolio, value $1,604,846.

    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 7,214 shares
    Change vs previous 13F -74 shares

    0.05% of the 13F portfolio, value $1,168,740.

    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 7,288 shares
    Change vs previous 13F -221 shares

    0.05% of the 13F portfolio, value $1,099,468.

    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 7,509 shares
    Change vs previous 13F -4,518 shares

    0.05% of the 13F portfolio, value $964,231.

    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 12,027 shares
    Change vs previous 13F +1,224 shares

    0.05% of the 13F portfolio, value $868,351.

    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 10,803 shares
    Change vs previous 13F -663 shares

    0.07% of the 13F portfolio, value $1,227,329.

    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 11,466 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,140,753.

    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).