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Simon Quick Advisors, LLC

SEC CIK
0001692038
Latest filing
Jul 28, 2026

ALTI holding history

AlTi Global, Inc. in every 13F filed by Simon Quick Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALTI overviewAll 13F holders of ALTIFull Q2 2026 holdings

Shares (Q2 2026)
25,938
Value
$93.6K
% of portfolio
<0.1%
Quarters held
5
Since Q2 2024
Holdings of ALTI by Simon Quick Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,938$93.6K<0.1%00.0%UnchangedHolders
Q1 202625,938$93.9K<0.1%+25,938NewHolders
Q1 20250$00.0%−16,059−100.0%Sold outHolders
Q4 202416,059$70.8K<0.1%00.0%UnchangedHolders
Q3 202416,059$60.1K<0.1%−25,000−60.9%ReducedHolders
Q2 202441,059$213.9K<0.1%+41,059NewHolders