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Quantum Financial Advisors, LLC: AVUV position timeline

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

Quantum Financial Advisors, LLC held 164,378 AVUV 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 164,378 shares
    Change vs previous 13F +5,627 shares

    2.03% of the 13F portfolio, value $20,507,839.

    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 158,751 shares
    Change vs previous 13F +1,906 shares

    1.97% of the 13F portfolio, value $17,537,192.

    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 156,845 shares
    Change vs previous 13F +11,562 shares

    1.8% of the 13F portfolio, value $15,995,030.

    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 145,283 shares
    Change vs previous 13F +11,620 shares

    1.76% of the 13F portfolio, value $14,460,051.

    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 133,663 shares
    Change vs previous 13F +16,533 shares

    1.65% of the 13F portfolio, value $12,176,674.

    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 117,130 shares
    Change vs previous 13F +17,387 shares

    1.52% of the 13F portfolio, value $10,210,198.

    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 99,743 shares
    Change vs previous 13F +464 shares

    1.47% of the 13F portfolio, value $9,628,197.

    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 99,279 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $9,525,840.

    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).