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Disclosery

Quantum Financial Advisors, LLC: IBDY position timeline

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

Quantum Financial Advisors, LLC held 0 IBDY shares at 2025-12-31 per its 13F-HR filed 2026-01-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -64,572 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 64,572 shares
    Change vs previous 13F +946 shares

    0.21% of the 13F portfolio, value $1,693,723.

    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).

  3. period ended2025-06-30
    13F 63,626 shares
    Change vs previous 13F +2,963 shares

    0.22% of the 13F portfolio, value $1,648,233.

    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).

  4. period ended2025-03-31
    13F 60,663 shares
    Change vs previous 13F +60,663 shares

    0.23% of the 13F portfolio, value $1,550,536.

    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).

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -59,158 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 59,158 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,561,780.

    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).