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Quantum Financial Advisors, LLC: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on AVDV, newest first. How the timeline and the estimate are built.

Quantum Financial Advisors, LLC held 205,867 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,867 shares
    Change vs previous 13F +1,022 shares

    2.1% of the 13F portfolio, value $21,214,641.

    13F-HR 0001929139-26-000004 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 204,845 shares
    Change vs previous 13F -7,081 shares

    2.29% of the 13F portfolio, value $20,455,777.

    13F-HR 0001929139-26-000003 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 211,926 shares
    Change vs previous 13F +4,631 shares

    2.24% of the 13F portfolio, value $19,914,725.

    13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 207,295 shares
    Change vs previous 13F +2,996 shares

    2.25% of the 13F portfolio, value $18,455,456.

    13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 204,299 shares
    Change vs previous 13F +523 shares

    2.19% of the 13F portfolio, value $16,196,793.

    13F-HR 0001085146-25-003747 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 203,776 shares
    Change vs previous 13F -8,639 shares

    2.12% of the 13F portfolio, value $14,211,310.

    13F-HR 0001085146-25-001942 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 212,415 shares
    Change vs previous 13F +27,023 shares

    2.11% of the 13F portfolio, value $13,823,942.

    13F-HR 0001085146-25-000167 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 185,392 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $13,101,650.

    13F-HR 0001085146-24-004653 filed by Quantum Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).