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SIMON QUICK ADVISORS, LLC: VT position timeline

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

SIMON QUICK ADVISORS, LLC held 229,914 VT 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 229,914 shares
    Change vs previous 13F -15,124 shares

    1.46% of the 13F portfolio, value $36,085,065.

    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 245,038 shares
    Change vs previous 13F -8,295 shares

    1.55% of the 13F portfolio, value $33,893,610.

    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 253,333 shares
    Change vs previous 13F -46,945 shares

    1.56% of the 13F portfolio, value $35,735,168.

    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 300,278 shares
    Change vs previous 13F -24,635 shares

    1.87% of the 13F portfolio, value $41,378,244.

    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 324,913 shares
    Change vs previous 13F -31,392 shares

    2.11% of the 13F portfolio, value $41,757,838.

    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 356,305 shares
    Change vs previous 13F +2,453 shares

    2.35% of the 13F portfolio, value $41,313,581.

    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 353,852 shares
    Change vs previous 13F -3,700 shares

    2.49% of the 13F portfolio, value $41,570,552.

    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 357,552 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $42,798,920.

    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).