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Quantum Financial Advisors, LLC: IBMS position timeline

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

Quantum Financial Advisors, LLC held 110,543 IBMS 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 110,543 shares
    Change vs previous 13F -37,520 shares

    0.28% of the 13F portfolio, value $2,859,737.

    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 148,063 shares
    Change vs previous 13F +36,506 shares

    0.43% of the 13F portfolio, value $3,824,478.

    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 111,557 shares
    Change vs previous 13F +3,263 shares

    0.33% of the 13F portfolio, value $2,907,165.

    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 108,294 shares
    Change vs previous 13F +34,062 shares

    0.34% of the 13F portfolio, value $2,824,300.

    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 74,232 shares
    Change vs previous 13F +200 shares

    0.26% of the 13F portfolio, value $1,904,791.

    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 74,032 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,880,406.

    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).