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Quantum Financial Advisors, LLC: DFAU position timeline

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

Quantum Financial Advisors, LLC held 494,933 DFAU 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 494,933 shares
    Change vs previous 13F +6,635 shares

    2.53% of the 13F portfolio, value $25,583,099.

    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 488,298 shares
    Change vs previous 13F -48,050 shares

    2.47% of the 13F portfolio, value $22,032,017.

    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 536,348 shares
    Change vs previous 13F +14,918 shares

    2.82% of the 13F portfolio, value $25,101,098.

    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 521,430 shares
    Change vs previous 13F -76,087 shares

    2.91% of the 13F portfolio, value $23,860,648.

    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 597,517 shares
    Change vs previous 13F -10,889 shares

    3.43% of the 13F portfolio, value $25,310,830.

    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 608,406 shares
    Change vs previous 13F -115,451 shares

    3.49% of the 13F portfolio, value $23,387,136.

    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 723,857 shares
    Change vs previous 13F +124,178 shares

    4.47% of the 13F portfolio, value $29,308,980.

    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 599,679 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $23,801,269.

    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).