Quantum Financial Advisors, LLC: VGT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quantum Financial Advisors, LLC on VGT, newest first. How the timeline and the estimate are built.
Quantum Financial Advisors, LLC held 14,832 VGT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 14,832 sharesChange vs previous 13F +14,369 shares
0.18% of the 13F portfolio, value $1,772,721.
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 463 sharesChange vs previous 13F -2,280 shares
0.04% of the 13F portfolio, value $323,044.
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 2,743 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $2,067,619.
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 2,743 sharesChange vs previous 13F 0 shares
0.25% of the 13F portfolio, value $2,048,006.
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).
- period ended2025-06-3013F 2,743 sharesChange vs previous 13F not available
0.25% of the 13F portfolio, value $1,819,377.
13F-HR 0001085146-25-003747 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).