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Quantum Financial Advisors, LLC: DFSB position timeline

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

Quantum Financial Advisors, LLC held 540,560 DFSB 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 540,560 shares
    Change vs previous 13F +14,198 shares

    2.79% of the 13F portfolio, value $28,168,582.

    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 526,362 shares
    Change vs previous 13F +11,250 shares

    3.06% of the 13F portfolio, value $27,235,444.

    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 515,112 shares
    Change vs previous 13F +28,060 shares

    3% of the 13F portfolio, value $26,682,802.

    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 487,052 shares
    Change vs previous 13F +33,491 shares

    3.16% of the 13F portfolio, value $25,945,260.

    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 453,561 shares
    Change vs previous 13F -2,676 shares

    3.22% of the 13F portfolio, value $23,780,203.

    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 456,237 shares
    Change vs previous 13F +58,888 shares

    3.5% of the 13F portfolio, value $23,496,206.

    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 397,349 shares
    Change vs previous 13F +41,195 shares

    3.09% of the 13F portfolio, value $20,240,958.

    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 356,154 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $18,936,708.

    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).