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Quantum Financial Advisors, LLC: IBDV position timeline

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

Quantum Financial Advisors, LLC held 217,650 IBDV 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 217,650 shares
    Change vs previous 13F +5,218 shares

    0.47% of the 13F portfolio, value $4,744,765.

    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 212,432 shares
    Change vs previous 13F +51,124 shares

    0.52% of the 13F portfolio, value $4,650,139.

    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 161,308 shares
    Change vs previous 13F +27,344 shares

    0.4% of the 13F portfolio, value $3,560,060.

    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 133,964 shares
    Change vs previous 13F +23,051 shares

    0.36% of the 13F portfolio, value $2,967,292.

    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 110,913 shares
    Change vs previous 13F +5,774 shares

    0.33% of the 13F portfolio, value $2,437,860.

    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 105,139 shares
    Change vs previous 13F +12,339 shares

    0.34% of the 13F portfolio, value $2,283,614.

    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 92,800 shares
    Change vs previous 13F +6,513 shares

    0.3% of the 13F portfolio, value $1,982,210.

    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 86,287 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,912,979.

    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).