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SIMON QUICK ADVISORS, LLC: VWO position timeline

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

SIMON QUICK ADVISORS, LLC held 538,936 VWO 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 538,936 shares
    Change vs previous 13F -119,631 shares

    1.3% of the 13F portfolio, value $32,169,070.

    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 658,567 shares
    Change vs previous 13F +44,465 shares

    1.63% of the 13F portfolio, value $35,595,561.

    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 614,102 shares
    Change vs previous 13F +71,245 shares

    1.44% of the 13F portfolio, value $33,014,107.

    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 542,857 shares
    Change vs previous 13F +173,259 shares

    1.33% of the 13F portfolio, value $29,411,968.

    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 369,598 shares
    Change vs previous 13F +221,150 shares

    0.93% of the 13F portfolio, value $18,280,295.

    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 148,448 shares
    Change vs previous 13F -3,821 shares

    0.38% of the 13F portfolio, value $6,718,763.

    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 152,269 shares
    Change vs previous 13F +1,453 shares

    0.4% of the 13F portfolio, value $6,705,916.

    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 150,816 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,216,560.

    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).