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Quantum Financial Advisors, LLC: DFAT position timeline

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

Quantum Financial Advisors, LLC held 251,645 DFAT 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 251,645 shares
    Change vs previous 13F -1,445 shares

    1.74% of the 13F portfolio, value $17,590,015.

    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 253,090 shares
    Change vs previous 13F -3,516 shares

    1.77% of the 13F portfolio, value $15,805,497.

    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 256,606 shares
    Change vs previous 13F -6,266 shares

    1.72% of the 13F portfolio, value $15,278,296.

    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 262,872 shares
    Change vs previous 13F -7,473 shares

    1.87% of the 13F portfolio, value $15,301,775.

    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 270,345 shares
    Change vs previous 13F -29,027 shares

    1.97% of the 13F portfolio, value $14,587,833.

    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 299,372 shares
    Change vs previous 13F +1,916 shares

    2.3% of the 13F portfolio, value $15,414,687.

    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 297,456 shares
    Change vs previous 13F -12,658 shares

    2.52% of the 13F portfolio, value $16,556,400.

    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 310,114 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $17,251,655.

    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).