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Quantum Financial Advisors, LLC: IBDS position timeline

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

Quantum Financial Advisors, LLC held 271,735 IBDS 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 271,735 shares
    Change vs previous 13F +21,427 shares

    0.65% of the 13F portfolio, value $6,581,428.

    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 250,308 shares
    Change vs previous 13F +53,614 shares

    0.68% of the 13F portfolio, value $6,067,477.

    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 196,694 shares
    Change vs previous 13F +11,775 shares

    0.54% of the 13F portfolio, value $4,775,735.

    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 184,919 shares
    Change vs previous 13F +27,196 shares

    0.55% of the 13F portfolio, value $4,500,933.

    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 157,723 shares
    Change vs previous 13F +25,287 shares

    0.52% of the 13F portfolio, value $3,827,940.

    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 132,436 shares
    Change vs previous 13F +16,961 shares

    0.48% of the 13F portfolio, value $3,202,302.

    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 115,475 shares
    Change vs previous 13F +9,494 shares

    0.42% of the 13F portfolio, value $2,766,787.

    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 105,981 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,582,751.

    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).