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Quantum Financial Advisors, LLC: IBMT position timeline

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

Quantum Financial Advisors, LLC held 103,665 IBMT 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 103,665 shares
    Change vs previous 13F -37,061 shares

    0.26% of the 13F portfolio, value $2,674,547.

    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 140,726 shares
    Change vs previous 13F +98,213 shares

    0.41% of the 13F portfolio, value $3,612,010.

    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 42,513 shares
    Change vs previous 13F +851 shares

    0.12% of the 13F portfolio, value $1,103,225.

    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 41,662 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,078,421.

    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).