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Quantum Financial Advisors, LLC: IBIH position timeline

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

Quantum Financial Advisors, LLC held 234,139 IBIH 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 234,139 shares
    Change vs previous 13F +8,483 shares

    0.61% of the 13F portfolio, value $6,155,510.

    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 225,656 shares
    Change vs previous 13F +50,310 shares

    0.66% of the 13F portfolio, value $5,916,696.

    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 175,346 shares
    Change vs previous 13F +5,836 shares

    0.51% of the 13F portfolio, value $4,561,625.

    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 169,510 shares
    Change vs previous 13F +17,467 shares

    0.55% of the 13F portfolio, value $4,506,108.

    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 152,043 shares
    Change vs previous 13F +3,894 shares

    0.54% of the 13F portfolio, value $4,012,409.

    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 148,149 shares
    Change vs previous 13F +7,645 shares

    0.58% of the 13F portfolio, value $3,899,277.

    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 140,504 shares
    Change vs previous 13F +2,495 shares

    0.54% of the 13F portfolio, value $3,529,456.

    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 138,009 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $3,640,679.

    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).