Skip to content
Disclosery

Quantum Financial Advisors, LLC: DFUV position timeline

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

Quantum Financial Advisors, LLC held 53,107 DFUV 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 53,107 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,921,416.

    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 53,107 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,573,565.

    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 53,107 shares
    Change vs previous 13F -4,996 shares

    0.28% of the 13F portfolio, value $2,474,255.

    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 58,103 shares
    Change vs previous 13F +419 shares

    0.32% of the 13F portfolio, value $2,596,623.

    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 57,684 shares
    Change vs previous 13F -9,006 shares

    0.33% of the 13F portfolio, value $2,438,880.

    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 66,690 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $2,748,295.

    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 66,690 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $2,728,955.

    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 66,690 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,780,306.

    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).