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Quantum Financial Advisors, LLC: IBIF position timeline

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

Quantum Financial Advisors, LLC held 343,768 IBIF 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 343,768 shares
    Change vs previous 13F +25,382 shares

    0.89% of the 13F portfolio, value $9,037,655.

    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 318,386 shares
    Change vs previous 13F +75,448 shares

    0.94% of the 13F portfolio, value $8,356,034.

    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 242,938 shares
    Change vs previous 13F +15,028 shares

    0.71% of the 13F portfolio, value $6,322,451.

    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 227,910 shares
    Change vs previous 13F +41,732 shares

    0.74% of the 13F portfolio, value $6,045,312.

    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 186,178 shares
    Change vs previous 13F +10,499 shares

    0.67% of the 13F portfolio, value $4,916,970.

    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 175,679 shares
    Change vs previous 13F +18,754 shares

    0.69% of the 13F portfolio, value $4,636,168.

    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 156,925 shares
    Change vs previous 13F +11,076 shares

    0.61% of the 13F portfolio, value $3,981,187.

    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 145,849 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $3,822,714.

    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).