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Quantum Financial Advisors, LLC: DFSI position timeline

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

Quantum Financial Advisors, LLC held 831,098 DFSI 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 831,098 shares
    Change vs previous 13F -9,313 shares

    3.71% of the 13F portfolio, value $37,482,520.

    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 840,411 shares
    Change vs previous 13F -14,493 shares

    4% of the 13F portfolio, value $35,633,426.

    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 854,904 shares
    Change vs previous 13F -293 shares

    4.11% of the 13F portfolio, value $36,628,363.

    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 855,197 shares
    Change vs previous 13F -19,056 shares

    4.27% of the 13F portfolio, value $35,020,403.

    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 874,253 shares
    Change vs previous 13F -52,807 shares

    4.66% of the 13F portfolio, value $34,454,311.

    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 927,060 shares
    Change vs previous 13F +5,435 shares

    4.82% of the 13F portfolio, value $32,345,123.

    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 921,625 shares
    Change vs previous 13F -23,371 shares

    4.61% of the 13F portfolio, value $30,275,381.

    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 944,996 shares
    Change vs previous 13F not available

    5.29% of the 13F portfolio, value $33,769,621.

    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).