Quantum Financial Advisors, LLC: IBDU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on IBDU, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 0 IBDU shares at 2025-12-31 per its 13F-HR filed 2026-01-12.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -167,228 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 167,228 sharesChange vs previous 13F +46,165 shares
0.48% of the 13F portfolio, value $3,924,847.
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 121,063 sharesChange vs previous 13F +10,840 shares
0.38% of the 13F portfolio, value $2,824,400.
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 110,223 sharesChange vs previous 13F +110,223 shares
0.38% of the 13F portfolio, value $2,549,468.
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 0 sharesChange vs previous 13F -82,880 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 82,880 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $1,948,498.
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).