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Disclosery

Quantum Financial Planning Services, Inc.: BND position timeline

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

Quantum Financial Planning Services, Inc. held 16,138 BND shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,138 shares
    Change vs previous 13F +1,671 shares

    0.31% of the 13F portfolio, value $1,132,056.

    13F-HR 0002050169-26-000005 filed by Quantum Financial Planning Services, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,467 shares
    Change vs previous 13F -5,452 shares

    0.33% of the 13F portfolio, value $1,062,009.

    13F-HR 0002050169-26-000003 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 19,919 shares
    Change vs previous 13F +101 shares

    0.53% of the 13F portfolio, value $1,466,867.

    13F-HR 0002050169-26-000002 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 19,818 shares
    Change vs previous 13F -7,465 shares

    0.53% of the 13F portfolio, value $1,467,884.

    13F-HR 0002050169-26-000001 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 27,283 shares
    Change vs previous 13F -5,353 shares

    0.82% of the 13F portfolio, value $2,029,042.

    13F-HR 0002050169-25-000006 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 32,636 shares
    Change vs previous 13F -290,504 shares

    1.13% of the 13F portfolio, value $2,403,005.

    13F-HR 0002050169-25-000004 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 323,140 shares
    Change vs previous 13F +26,629 shares

    12.98% of the 13F portfolio, value $23,734,635.

    13F-HR 0002050169-25-000003 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 296,511 shares
    Change vs previous 13F not available

    11.83% of the 13F portfolio, value $21,322,099.

    13F-HR 0002050169-25-000001 filed by Quantum Financial Planning Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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