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Quantum Financial Planning Services, Inc.: CGBL position timeline

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

Quantum Financial Planning Services, Inc. held 771,132 CGBL 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 771,132 shares
    Change vs previous 13F +349,225 shares

    7.72% of the 13F portfolio, value $28,339,090.

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

  2. period ended2026-06-30
    13F 421,907 shares
    Change vs previous 13F +109,112 shares

    4.97% of the 13F portfolio, value $16,015,595.

    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 312,795 shares
    Change vs previous 13F -6,312 shares

    3.87% of the 13F portfolio, value $10,763,293.

    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 319,107 shares
    Change vs previous 13F +42,091 shares

    4.09% of the 13F portfolio, value $11,274,034.

    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 277,016 shares
    Change vs previous 13F +39,301 shares

    3.89% of the 13F portfolio, value $9,618,003.

    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 237,715 shares
    Change vs previous 13F +226,977 shares

    3.74% of the 13F portfolio, value $7,949,190.

    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 10,738 shares
    Change vs previous 13F -9,304 shares

    0.18% of the 13F portfolio, value $332,663.

    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 20,042 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $626,713.

    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).