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Disclosery

Quantum Financial Advisors, LLC: IBDX position timeline

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

Quantum Financial Advisors, LLC held 123,915 IBDX 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 123,915 shares
    Change vs previous 13F +95,962 shares

    0.31% of the 13F portfolio, value $3,121,415.

    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 27,953 shares
    Change vs previous 13F -53,557 shares

    0.08% of the 13F portfolio, value $706,382.

    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 81,510 shares
    Change vs previous 13F +12,508 shares

    0.23% of the 13F portfolio, value $2,080,962.

    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 69,002 shares
    Change vs previous 13F +2,356 shares

    0.22% of the 13F portfolio, value $1,767,837.

    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 66,646 shares
    Change vs previous 13F +3,093 shares

    0.23% of the 13F portfolio, value $1,685,142.

    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 63,553 shares
    Change vs previous 13F +521 shares

    0.24% of the 13F portfolio, value $1,588,193.

    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 63,032 shares
    Change vs previous 13F +1,123 shares

    0.24% of the 13F portfolio, value $1,549,319.

    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 61,909 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,591,678.

    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).