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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

  1. period ended2026-06-30
    13F 482,001 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 457,286 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 465,092 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 474,893 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 535,870 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 549,721 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 516,699 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 471,824 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).