Quantum Financial Advisors, LLC: UAL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on UAL, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 1,870 UAL shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 1,870 sharesChange vs previous 13F +1,870 shares
0.03% of the 13F portfolio, value $254,301.
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 0 sharesChange vs previous 13F -2,028 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 2,028 sharesChange vs previous 13F +2,028 shares
0.03% of the 13F portfolio, value $226,771.
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 ended2025-03-3113F 0 sharesChange vs previous 13F -2,215 shares
13F-HR 0001085146-25-001942 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 2,215 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $215,077.
13F-HR 0001085146-25-000167 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).