Quantum Financial Advisors, LLC: DISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on DISV, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 482,001 DISV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 482,001 sharesChange vs previous 13F +24,715 shares
1.91% of the 13F portfolio, value $19,342,700.
13F-HR 0001929139-26-000004 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 457,286 sharesChange vs previous 13F -7,806 shares
2.02% of the 13F portfolio, value $18,035,360.
13F-HR 0001929139-26-000003 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 465,092 sharesChange vs previous 13F -9,801 shares
1.98% of the 13F portfolio, value $17,673,496.
13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 474,893 sharesChange vs previous 13F -60,977 shares
2.07% of the 13F portfolio, value $16,948,931.
13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 535,870 sharesChange vs previous 13F -13,851 shares
2.39% of the 13F portfolio, value $17,635,482.
13F-HR 0001085146-25-003747 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 549,721 sharesChange vs previous 13F +33,022 shares
2.39% of the 13F portfolio, value $16,007,876.
13F-HR 0001085146-25-001942 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 516,699 sharesChange vs previous 13F +44,875 shares
2.09% of the 13F portfolio, value $13,728,692.
13F-HR 0001085146-25-000167 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 471,824 sharesChange vs previous 13F not available
2.15% of the 13F portfolio, value $13,711,205.
13F-HR 0001085146-24-004653 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).