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Comprehensive Financial Planning, Inc./PA: QTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Comprehensive Financial Planning, Inc./PA on QTUM, newest first. How the timeline and the estimate are built.

Comprehensive Financial Planning, Inc./PA held 4,730 QTUM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,730 shares
    Change vs previous 13F -1,734 shares

    0.42% of the 13F portfolio, value $782,247.

    13F-HR 0002044855-26-000003 filed by Comprehensive Financial Planning, Inc./PA
    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 6,464 shares
    Change vs previous 13F +1,065 shares

    0.48% of the 13F portfolio, value $693,587.

    13F-HR 0002044855-26-000002 filed by Comprehensive Financial Planning, Inc./PA
    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 5,399 shares
    Change vs previous 13F +499 shares

    0.39% of the 13F portfolio, value $592,054.

    13F-HR 0002044855-26-000001 filed by Comprehensive Financial Planning, Inc./PA
    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 4,900 shares
    Change vs previous 13F +1,258 shares

    0.35% of the 13F portfolio, value $514,059.

    13F-HR 0002044855-25-000008 filed by Comprehensive Financial Planning, Inc./PA
    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 3,642 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $334,390.

    13F-HR 0002044855-25-000006 filed by Comprehensive Financial Planning, Inc./PA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).