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Quantum Financial Advisors, LLC: IBIE position timeline

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

Quantum Financial Advisors, LLC held 368,799 IBIE 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 368,799 shares
    Change vs previous 13F +35,421 shares

    0.96% of the 13F portfolio, value $9,699,408.

    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 333,378 shares
    Change vs previous 13F +66,880 shares

    0.98% of the 13F portfolio, value $8,747,849.

    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 266,498 shares
    Change vs previous 13F +11,276 shares

    0.78% of the 13F portfolio, value $6,922,547.

    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 255,222 shares
    Change vs previous 13F +26,544 shares

    0.82% of the 13F portfolio, value $6,751,885.

    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 228,678 shares
    Change vs previous 13F +20,353 shares

    0.81% of the 13F portfolio, value $6,009,663.

    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 208,325 shares
    Change vs previous 13F +28,950 shares

    0.82% of the 13F portfolio, value $5,470,613.

    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 179,375 shares
    Change vs previous 13F +17,575 shares

    0.69% of the 13F portfolio, value $4,557,917.

    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 161,800 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $4,216,517.

    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).