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Manager record

Quadrant Private Wealth Management, LLC

Center Valley, PA · CIK 1727454 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$446.77MReported 13F valueQ2 2026 · as filed
177Holdings listed
-30.9%vs prior quartervalue change includes market moves
5Quarters on record
Jul 30Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $482.3M$482.3MQ2 2025250 holdingsQ3 2025: $547.7M$547.7MQ3 2025252 holdingsQ4 2025: $609.9M$609.9MQ4 2025274 holdingsQ1 2026: $646.3M$646.3MQ1 2026282 holdingsQ2 2026: $446.8M$446.8MQ2 2026177 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 30 2026 13F-HR · period Q2 2026

$446.77M · 177 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$646.30M · 282 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$609.89M · 274 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$547.70M · 252 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$482.33M · 250 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 30, 2026 · Change methodology