Skip to content
Disclosery

SIMON QUICK ADVISORS, LLC: XLV position timeline

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

SIMON QUICK ADVISORS, LLC held 87,291 XLV 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 87,291 shares
    Change vs previous 13F -1,721 shares

    0.56% of the 13F portfolio, value $13,849,627.

    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 89,012 shares
    Change vs previous 13F +6,145 shares

    0.6% of the 13F portfolio, value $13,050,122.

    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 82,867 shares
    Change vs previous 13F -38 shares

    0.56% of the 13F portfolio, value $12,827,812.

    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 82,905 shares
    Change vs previous 13F +659 shares

    0.52% of the 13F portfolio, value $11,537,889.

    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 82,246 shares
    Change vs previous 13F +79,446 shares

    0.56% of the 13F portfolio, value $11,085,894.

    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 2,800 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $408,762.

    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).