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Quantum Financial Advisors, LLC: IBMQ position timeline

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

Quantum Financial Advisors, LLC held 123,149 IBMQ 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 123,149 shares
    Change vs previous 13F -37,180 shares

    0.31% of the 13F portfolio, value $3,150,163.

    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 160,329 shares
    Change vs previous 13F +32,453 shares

    0.46% of the 13F portfolio, value $4,093,212.

    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 127,876 shares
    Change vs previous 13F -1,770 shares

    0.37% of the 13F portfolio, value $3,270,437.

    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 129,646 shares
    Change vs previous 13F +42,442 shares

    0.41% of the 13F portfolio, value $3,324,135.

    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 87,204 shares
    Change vs previous 13F +4,244 shares

    0.3% of the 13F portfolio, value $2,215,851.

    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 82,960 shares
    Change vs previous 13F +5,107 shares

    0.31% of the 13F portfolio, value $2,098,055.

    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 77,853 shares
    Change vs previous 13F +4,281 shares

    0.3% of the 13F portfolio, value $1,960,329.

    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 73,572 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,885,638.

    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).