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Quantum Financial Planning Services, Inc.: CGDV position timeline

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

Quantum Financial Planning Services, Inc. held 317,195 CGDV 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 317,195 shares
    Change vs previous 13F +127,921 shares

    4.22% of the 13F portfolio, value $15,494,977.

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

  2. period ended2026-06-30
    13F 189,274 shares
    Change vs previous 13F +36,086 shares

    2.89% of the 13F portfolio, value $9,327,438.

    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 153,188 shares
    Change vs previous 13F +10,139 shares

    2.34% of the 13F portfolio, value $6,516,608.

    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 143,049 shares
    Change vs previous 13F +14,724 shares

    2.26% of the 13F portfolio, value $6,242,668.

    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 128,325 shares
    Change vs previous 13F +14,102 shares

    2.18% of the 13F portfolio, value $5,393,498.

    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 114,223 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,510,666.

    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).