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Quantum Financial Advisors, LLC: DFSV position timeline

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

Quantum Financial Advisors, LLC held 113,826 DFSV 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 113,826 shares
    Change vs previous 13F +6,779 shares

    0.44% of the 13F portfolio, value $4,415,311.

    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 107,047 shares
    Change vs previous 13F -19,400 shares

    0.42% of the 13F portfolio, value $3,750,927.

    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 126,447 shares
    Change vs previous 13F +11,898 shares

    0.47% of the 13F portfolio, value $4,158,842.

    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 114,549 shares
    Change vs previous 13F +681 shares

    0.44% of the 13F portfolio, value $3,647,240.

    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 113,868 shares
    Change vs previous 13F +25,058 shares

    0.45% of the 13F portfolio, value $3,351,135.

    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 88,810 shares
    Change vs previous 13F -21,820 shares

    0.37% of the 13F portfolio, value $2,500,002.

    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 110,630 shares
    Change vs previous 13F +29,983 shares

    0.52% of the 13F portfolio, value $3,405,191.

    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 80,647 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,483,928.

    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).