Quantum Financial Advisors, LLC: JCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on JCI, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 1,860 JCI shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 1,860 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $271,765.
13F-HR 0001929139-26-000004 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,860 sharesChange vs previous 13F -16 shares
0.03% of the 13F portfolio, value $243,567.
13F-HR 0001929139-26-000003 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,876 sharesChange vs previous 13F +30 shares
0.03% of the 13F portfolio, value $224,651.
13F-HR 0001929139-26-000001 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,846 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $202,968.
13F-HR 0001085146-25-005823 filed by Quantum Financial Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).