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Quantum Financial Advisors, LLC: VMBS position timeline

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

Quantum Financial Advisors, LLC held 401,594 VMBS 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 401,594 shares
    Change vs previous 13F +14,313 shares

    1.86% of the 13F portfolio, value $18,798,615.

    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 387,281 shares
    Change vs previous 13F +7,437 shares

    2.04% of the 13F portfolio, value $18,182,843.

    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 379,844 shares
    Change vs previous 13F +6,748 shares

    2.01% of the 13F portfolio, value $17,883,056.

    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 373,096 shares
    Change vs previous 13F +14,261 shares

    2.14% of the 13F portfolio, value $17,520,588.

    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 358,835 shares
    Change vs previous 13F -5,990 shares

    2.25% of the 13F portfolio, value $16,628,414.

    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 364,825 shares
    Change vs previous 13F +17,800 shares

    2.52% of the 13F portfolio, value $16,895,046.

    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).

  7. period ended2024-12-31
    13F 347,025 shares
    Change vs previous 13F +17,625 shares

    2.4% of the 13F portfolio, value $15,734,114.

    13F-HR 0001085146-25-000167 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).

  8. period ended2024-09-30
    13F 329,400 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $15,550,974.

    13F-HR 0001085146-24-004653 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).