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Quantum Financial Advisors, LLC: IBIJ position timeline

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

Quantum Financial Advisors, LLC held 24,736 IBIJ 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 24,736 shares
    Change vs previous 13F +8,472 shares

    0.06% of the 13F portfolio, value $645,494.

    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 16,264 shares
    Change vs previous 13F -115,497 shares

    0.05% of the 13F portfolio, value $422,544.

    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 131,761 shares
    Change vs previous 13F +2,866 shares

    0.38% of the 13F portfolio, value $3,406,031.

    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 128,895 shares
    Change vs previous 13F +2,017 shares

    0.41% of the 13F portfolio, value $3,400,892.

    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 126,878 shares
    Change vs previous 13F +3,579 shares

    0.45% of the 13F portfolio, value $3,316,584.

    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 123,299 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $3,221,196.

    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 123,299 shares
    Change vs previous 13F +1,959 shares

    0.47% of the 13F portfolio, value $3,073,853.

    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 121,340 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,203,367.

    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).