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Quantum Financial Advisors, LLC: IBMO position timeline

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

Quantum Financial Advisors, LLC held 103,716 IBMO 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 103,716 shares
    Change vs previous 13F -29,394 shares

    0.26% of the 13F portfolio, value $2,659,289.

    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 133,110 shares
    Change vs previous 13F -75,754 shares

    0.38% of the 13F portfolio, value $3,411,600.

    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 208,864 shares
    Change vs previous 13F +10,003 shares

    0.6% of the 13F portfolio, value $5,354,645.

    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 198,861 shares
    Change vs previous 13F +42,381 shares

    0.62% of the 13F portfolio, value $5,102,776.

    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 156,480 shares
    Change vs previous 13F +4,242 shares

    0.54% of the 13F portfolio, value $4,009,480.

    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 152,238 shares
    Change vs previous 13F +20,132 shares

    0.58% of the 13F portfolio, value $3,891,206.

    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 132,106 shares
    Change vs previous 13F +1,372 shares

    0.51% of the 13F portfolio, value $3,363,411.

    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 130,734 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,353,968.

    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).