Number of Shares
36,936
Previous 27,969 32.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
N/A
8,967 Added 32.06%
36,936 $0
Q2 2025

Oct 08, 2025

SELL
N/A
-50 Reduced 0.18%
27,969 $0
Q2 2025

Aug 04, 2025

SELL
N/A
-533 Reduced 1.87%
28,019 $0
Q1 2025

Apr 15, 2025

BUY
N/A
14,470 Added 102.76%
28,552 $0
Q4 2024

Jan 17, 2025

BUY
N/A
10 Added 0.07%
14,082 $0
Q2 2024

Aug 02, 2024

BUY
N/A
8,429 Added 149.37%
14,072 $0
Q1 2024

Apr 19, 2024

BUY
N/A
5,643 New
5,643 $0
Track This Portfolio

Track Simon Quick Advisors, LLC Portfolio

Follow Simon Quick Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Simon Quick Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Simon Quick Advisors, LLC with notifications on news.