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Disclosery

Quantum Financial Advisors, LLC: IBDT position timeline

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

Quantum Financial Advisors, LLC held 271,687 IBDT 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 271,687 shares
    Change vs previous 13F +36,928 shares

    0.68% of the 13F portfolio, value $6,860,089.

    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 234,759 shares
    Change vs previous 13F +49,921 shares

    0.67% of the 13F portfolio, value $5,946,433.

    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 184,838 shares
    Change vs previous 13F +11,830 shares

    0.53% of the 13F portfolio, value $4,705,042.

    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 173,008 shares
    Change vs previous 13F +27,732 shares

    0.54% of the 13F portfolio, value $4,415,166.

    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 145,276 shares
    Change vs previous 13F +20,042 shares

    0.5% of the 13F portfolio, value $3,692,907.

    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 125,234 shares
    Change vs previous 13F +24,608 shares

    0.47% of the 13F portfolio, value $3,163,419.

    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 100,626 shares
    Change vs previous 13F +9,265 shares

    0.38% of the 13F portfolio, value $2,505,586.

    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 91,361 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,332,454.

    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).