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Quantum Financial Advisors, LLC: DFAI position timeline

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

Quantum Financial Advisors, LLC held 412,249 DFAI 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 412,249 shares
    Change vs previous 13F -1,997 shares

    1.68% of the 13F portfolio, value $17,005,271.

    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 414,246 shares
    Change vs previous 13F -4,594 shares

    1.81% of the 13F portfolio, value $16,139,024.

    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 418,840 shares
    Change vs previous 13F -9,412 shares

    1.79% of the 13F portfolio, value $15,961,992.

    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 428,252 shares
    Change vs previous 13F -35,381 shares

    1.9% of the 13F portfolio, value $15,566,960.

    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 463,633 shares
    Change vs previous 13F -102,970 shares

    2.17% of the 13F portfolio, value $16,027,793.

    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 566,603 shares
    Change vs previous 13F -17,045 shares

    2.64% of the 13F portfolio, value $17,695,012.

    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 583,648 shares
    Change vs previous 13F +81,046 shares

    2.6% of the 13F portfolio, value $17,042,522.

    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 502,602 shares
    Change vs previous 13F not available

    2.5% of the 13F portfolio, value $15,972,692.

    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).