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Livermore
Livermore
ZHEN

Quantum Private Wealth, LLC

SEC CIK
0001929662
Latest filing
Jul 29, 2026

MC holding history

Moelis & Co in every 13F filed by Quantum Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MC overviewAll 13F holders of MCFull Q2 2026 holdings

Shares (Q2 2026)
11,314
Value
$740.2K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of MC by Quantum Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,314$740.2K0.2%00.0%UnchangedHolders
Q1 202611,314$644.9K0.2%00.0%UnchangedHolders
Q4 202511,314$777.7K0.2%−438−3.7%ReducedHolders
Q3 202511,752$838.1K0.2%00.0%UnchangedHolders
Q2 202511,752$732.4K0.2%00.0%UnchangedHolders
Q1 202511,752$685.8K0.3%00.0%UnchangedHolders
Q4 202411,752$868.2K0.3%00.0%UnchangedHolders
Q3 202411,752$805.1K0.3%00.0%UnchangedHolders
Q2 202411,752$668.2K0.2%00.0%UnchangedHolders
Q1 202411,752$667.2K0.2%00.0%UnchangedHolders
Q4 202311,752$659.6K0.3%−13−0.1%ReducedHolders
Q3 202311,765$530.9K0.3%00.0%UnchangedHolders
Q2 202311,765$533.4K0.2%00.0%UnchangedHolders
Q1 202311,765$452.2K0.2%00.0%UnchangedHolders
Q4 202211,765$451.4K0.3%−296−2.5%ReducedHolders
Q3 202212,061$407.0K0.3%+3,990+49.4%AddedHolders
Q2 20228,071$317.0K0.2%00.0%UnchangedHolders
Q1 20228,071$378.0K0.2%00.0%UnchangedHolders
Q4 20218,071$504.0K0.2%–No prior filingHolders