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Quantum Financial Advisors, LLC: AVEM position timeline

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

Quantum Financial Advisors, LLC held 345,315 AVEM 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 345,315 shares
    Change vs previous 13F -7,516 shares

    3.3% of the 13F portfolio, value $33,319,484.

    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 352,831 shares
    Change vs previous 13F -6,200 shares

    3.19% of the 13F portfolio, value $28,431,125.

    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 359,031 shares
    Change vs previous 13F +20,029 shares

    3.11% of the 13F portfolio, value $27,652,532.

    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 339,002 shares
    Change vs previous 13F +18,308 shares

    3.1% of the 13F portfolio, value $25,462,450.

    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 320,694 shares
    Change vs previous 13F +12,804 shares

    2.97% of the 13F portfolio, value $21,980,333.

    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 307,890 shares
    Change vs previous 13F +32,011 shares

    2.76% of the 13F portfolio, value $18,525,712.

    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 275,879 shares
    Change vs previous 13F -8,674 shares

    2.47% of the 13F portfolio, value $16,218,898.

    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 284,553 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $18,382,098.

    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).