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Disclosery

Quantum Financial Advisors, LLC: DFSE position timeline

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

Quantum Financial Advisors, LLC held 528,686 DFSE 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 528,686 shares
    Change vs previous 13F -17,556 shares

    2.56% of the 13F portfolio, value $25,841,908.

    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 546,242 shares
    Change vs previous 13F -11,077 shares

    2.6% of the 13F portfolio, value $23,144,110.

    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 557,319 shares
    Change vs previous 13F -5,503 shares

    2.6% of the 13F portfolio, value $23,117,592.

    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 562,822 shares
    Change vs previous 13F -11,105 shares

    2.82% of the 13F portfolio, value $23,126,356.

    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 573,927 shares
    Change vs previous 13F -9,991 shares

    2.96% of the 13F portfolio, value $21,843,662.

    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 583,918 shares
    Change vs previous 13F +32,696 shares

    2.93% of the 13F portfolio, value $19,666,358.

    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 551,222 shares
    Change vs previous 13F -323 shares

    2.78% of the 13F portfolio, value $18,262,701.

    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 551,545 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $19,535,724.

    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).