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Quantum Financial Advisors, LLC: IBDR position timeline

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

Quantum Financial Advisors, LLC held 185,634 IBDR 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 185,634 shares
    Change vs previous 13F -42,476 shares

    0.44% of the 13F portfolio, value $4,497,905.

    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 228,110 shares
    Change vs previous 13F +14,940 shares

    0.62% of the 13F portfolio, value $5,529,392.

    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 213,170 shares
    Change vs previous 13F +7,887 shares

    0.58% of the 13F portfolio, value $5,165,114.

    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 205,283 shares
    Change vs previous 13F +30,714 shares

    0.61% of the 13F portfolio, value $4,988,373.

    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 174,569 shares
    Change vs previous 13F +22,342 shares

    0.57% of the 13F portfolio, value $4,233,296.

    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 152,227 shares
    Change vs previous 13F +28,683 shares

    0.55% of the 13F portfolio, value $3,685,425.

    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 123,544 shares
    Change vs previous 13F +5,631 shares

    0.45% of the 13F portfolio, value $2,973,714.

    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 117,913 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,865,282.

    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).