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Quantum Financial Advisors, LLC: DFGP position timeline

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

Quantum Financial Advisors, LLC held 392,244 DFGP 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 392,244 shares
    Change vs previous 13F +67,880 shares

    2.11% of the 13F portfolio, value $21,361,608.

    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 324,364 shares
    Change vs previous 13F +33,135 shares

    1.96% of the 13F portfolio, value $17,512,412.

    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 291,229 shares
    Change vs previous 13F +42,818 shares

    1.77% of the 13F portfolio, value $15,746,752.

    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 248,411 shares
    Change vs previous 13F +47,224 shares

    1.68% of the 13F portfolio, value $13,804,199.

    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 201,187 shares
    Change vs previous 13F +23,501 shares

    1.48% of the 13F portfolio, value $10,962,680.

    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 177,686 shares
    Change vs previous 13F +7,510 shares

    1.42% of the 13F portfolio, value $9,493,763.

    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 170,176 shares
    Change vs previous 13F +48,399 shares

    1.37% of the 13F portfolio, value $8,990,398.

    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 121,777 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $6,709,913.

    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).