Quantum Portfolio Management LLC SEC EDGAR Filings (CIK 0002003672)

SEC EDGAR filings, ownership reports, and insider transactions for Quantum Portfolio Management LLC.

Business address
10 E. 53 Rd Street, Suite 1400, New York, NY, 10022
Top securities (13F)
AAPL, NVDA, IWF, EFV, IVW, DEM, MSFT, IWD, IWO, SCHV, FTRB, GOOG, VWO, FNDE, META, AMZN, AVGO, ORLY, NFLX, and PXH
State of incorporation
DE
Fiscal year end
31 December
Former names
CUSTOM INDEX SYSTEMS, LLC (to 23 Jan 2025)
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Quantum Portfolio Management LLC has filed 10 SEC EDGAR filings since 26 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-23542
N-PX Open Document Open Filing 27 Aug 2025 30 Jun 2025 028-23542
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-23542
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-23542
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-23542
13F-HR Open Document Open Filing 24 Oct 2024 30 Sep 2024 028-23542
N-PX Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-23542
13F-HR Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-23542
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-23542
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-23542