Current Market Value 308,913,854
Current Holdings 170
Most Recent File Date 2025-08-12
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Quantum Private Wealth, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 170 308,914
2025-05-13 2025-03-31 13F-HR 164 264,373
2025-01-30 2024-12-31 13F-HR 180 312,616
2024-10-31 2024-09-30 13F-HR 187 295,351
2024-07-17 2024-06-30 13F-HR 185 281,893
2024-05-07 2024-03-31 13F-HR 179 270,018
2024-01-30 2023-12-31 13F-HR 179 238,883
2023-11-02 2023-09-30 13F-HR 182 208,817
2023-07-27 2023-06-30 13F-HR 183 216,413
2023-04-19 2023-03-31 13F-HR 189 184,694
2023-01-20 2022-12-31 13F-HR 183 157,750
2022-11-01 2022-09-30 13F-HR 184 160,119
2022-08-17 2022-06-30 13F-HR 184 169,737
2022-05-27 2022-03-31 13F-HR 198 231,615
2022-05-26 2021-12-31 13F-HR 205 263,853