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Quantum Financial Advisors, LLC: IBID position timeline

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

Quantum Financial Advisors, LLC held 365,365 IBID 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 365,365 shares
    Change vs previous 13F +22,856 shares

    0.95% of the 13F portfolio, value $9,587,173.

    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 342,509 shares
    Change vs previous 13F +69,472 shares

    1% of the 13F portfolio, value $8,944,611.

    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 273,037 shares
    Change vs previous 13F +11,272 shares

    0.79% of the 13F portfolio, value $7,043,725.

    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 261,765 shares
    Change vs previous 13F +28,152 shares

    0.84% of the 13F portfolio, value $6,875,266.

    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 233,613 shares
    Change vs previous 13F +24,277 shares

    0.83% of the 13F portfolio, value $6,122,998.

    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 209,336 shares
    Change vs previous 13F +21,061 shares

    0.82% of the 13F portfolio, value $5,502,407.

    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 188,275 shares
    Change vs previous 13F +17,313 shares

    0.73% of the 13F portfolio, value $4,802,905.

    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 170,962 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,430,334.

    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).