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Quantum Financial Advisors, LLC: IBIK position timeline

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

Quantum Financial Advisors, LLC held 12,431 IBIK 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 12,431 shares
    Change vs previous 13F +851 shares

    0.03% of the 13F portfolio, value $321,834.

    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 11,580 shares
    Change vs previous 13F -98,054 shares

    0.03% of the 13F portfolio, value $298,190.

    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 109,634 shares
    Change vs previous 13F +483 shares

    0.32% of the 13F portfolio, value $2,811,021.

    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 109,151 shares
    Change vs previous 13F +935 shares

    0.35% of the 13F portfolio, value $2,860,297.

    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 108,216 shares
    Change vs previous 13F +38 shares

    0.38% of the 13F portfolio, value $2,794,039.

    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 108,178 shares
    Change vs previous 13F +97,205 shares

    0.42% of the 13F portfolio, value $2,801,466.

    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 10,973 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $270,277.

    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).