Quantum Financial Advisors, LLC: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on DFIV, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 0 DFIV shares at 2025-12-31 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -6,221 shares
13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 6,221 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $286,890.
13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,221 sharesChange vs previous 13F -1,502 shares
0.04% of the 13F portfolio, value $266,424.
13F-HR 0001085146-25-003747 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,723 sharesChange vs previous 13F -7,224 shares
0.05% of the 13F portfolio, value $303,958.
13F-HR 0001085146-25-001942 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,947 sharesChange vs previous 13F -2,235 shares
0.08% of the 13F portfolio, value $530,302.
13F-HR 0001085146-25-000167 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,182 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $654,272.
13F-HR 0001085146-24-004653 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).