Simon Quick Advisors, LLC has made a significant disclosure by filing its quarterly 13F-HR report with the SEC. This filing, dated October 26, 2026, provides insight into the firm's institutional holdings as of September 30, 2026. Such reports are vital for understanding the investment strategies and positions of institutional managers.
Background
Simon Quick Advisors, LLC is an investment management firm based in Morristown, New Jersey. The company is categorized under the entity type 'other' and has been active in filing various reports with the SEC, including multiple 13F-HR submissions. Recent filings include a series of 13F-HR reports, demonstrating the firm's ongoing commitment to transparency in its investment activities.
What the Filing Says
The recent filing, accession number 0001692038-26-000007, indicates that Simon Quick Advisors has reported its holdings for the quarter ending September 30, 2026. However, specific details regarding the securities held were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors and analysts who track the investment strategies of institutional managers. Transparency in holdings can influence market perceptions and investment decisions within the industry.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was made on October 26, 2026, and was accepted on the same day. The reporting period for the holdings covered in this filing ended on September 30, 2026. This timely submission reflects Simon Quick Advisors' adherence to SEC regulations regarding the reporting of institutional investment activities.
Company Information
Simon Quick Advisors, LLC is registered with a Central Index Key (CIK) number of 0001692038 and has an Employer Identification Number (EIN) of 141909645. The firm is incorporated in New Jersey, and its fiscal year ends on December 31. The filing type is categorized as 13F-HR under the Securities Exchange Act of 1934.
Contact Information
The business address for Simon Quick Advisors, LLC is 360 Mount Kemble Ave, Morristown, NJ 07960. The firm can be reached at the phone number 973-525-1000. This information is essential for stakeholders who may wish to contact the firm for further inquiries or clarifications regarding their investment strategies.
Missing Information
The filing does not provide specific details about the securities held by Simon Quick Advisors, LLC, such as the names of the companies or the number of shares owned. Additionally, there is no information regarding the firm's investment strategy or any changes in their holdings compared to previous filings.