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SIMON QUICK ADVISORS, LLC: XLF position timeline

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

SIMON QUICK ADVISORS, LLC held 299,346 XLF 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 299,346 shares
    Change vs previous 13F -2,671 shares

    0.65% of the 13F portfolio, value $16,047,922.

    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 302,017 shares
    Change vs previous 13F +24,650 shares

    0.68% of the 13F portfolio, value $14,910,573.

    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 277,367 shares
    Change vs previous 13F -5,399 shares

    0.66% of the 13F portfolio, value $15,191,366.

    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 282,766 shares
    Change vs previous 13F +9,375 shares

    0.69% of the 13F portfolio, value $15,232,611.

    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 273,391 shares
    Change vs previous 13F +245,331 shares

    0.72% of the 13F portfolio, value $14,317,466.

    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 28,060 shares
    Change vs previous 13F +1,234 shares

    0.08% of the 13F portfolio, value $1,397,674.

    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 26,826 shares
    Change vs previous 13F +1,228 shares

    0.08% of the 13F portfolio, value $1,296,522.

    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 25,598 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,160,106.

    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).