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Quantum Financial Advisors, LLC: IBIC position timeline

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

Quantum Financial Advisors, LLC held 264,637 IBIC 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 264,637 shares
    Change vs previous 13F -65,480 shares

    0.68% of the 13F portfolio, value $6,904,386.

    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 330,117 shares
    Change vs previous 13F +17,232 shares

    0.96% of the 13F portfolio, value $8,558,274.

    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 312,885 shares
    Change vs previous 13F +16,568 shares

    0.9% of the 13F portfolio, value $7,995,766.

    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 296,317 shares
    Change vs previous 13F +34,171 shares

    0.94% of the 13F portfolio, value $7,684,948.

    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 262,146 shares
    Change vs previous 13F +21,905 shares

    0.92% of the 13F portfolio, value $6,805,300.

    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 240,241 shares
    Change vs previous 13F +42,819 shares

    0.93% of the 13F portfolio, value $6,241,855.

    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 197,422 shares
    Change vs previous 13F +10,183 shares

    0.77% of the 13F portfolio, value $5,022,425.

    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 187,239 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $4,807,450.

    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).