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Quantum Financial Advisors, LLC: IBII position timeline

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

Quantum Financial Advisors, LLC held 214,029 IBII 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 214,029 shares
    Change vs previous 13F +183,646 shares

    0.55% of the 13F portfolio, value $5,564,580.

    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 30,383 shares
    Change vs previous 13F -113,614 shares

    0.09% of the 13F portfolio, value $787,309.

    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 143,997 shares
    Change vs previous 13F +11,544 shares

    0.42% of the 13F portfolio, value $3,704,334.

    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 132,453 shares
    Change vs previous 13F +3,250 shares

    0.42% of the 13F portfolio, value $3,484,551.

    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 129,203 shares
    Change vs previous 13F +3,558 shares

    0.46% of the 13F portfolio, value $3,370,916.

    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 125,645 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $3,274,490.

    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 125,645 shares
    Change vs previous 13F +1,935 shares

    0.48% of the 13F portfolio, value $3,119,771.

    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 123,710 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,243,676.

    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).