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Disclosery

Quantum Financial Planning Services, Inc.: DFAT position timeline

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

Quantum Financial Planning Services, Inc. held 120,431 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,431 shares
    Change vs previous 13F +20,148 shares

    2.61% of the 13F portfolio, value $8,418,129.

    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).

  2. period ended2026-03-31
    13F 100,283 shares
    Change vs previous 13F +12,048 shares

    2.25% of the 13F portfolio, value $6,262,666.

    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).

  3. period ended2025-12-31
    13F 88,235 shares
    Change vs previous 13F +10,531 shares

    1.9% of the 13F portfolio, value $5,253,534.

    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).

  4. period ended2025-09-30
    13F 77,704 shares
    Change vs previous 13F +9,467 shares

    1.83% of the 13F portfolio, value $4,523,163.

    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).

  5. period ended2025-06-30
    13F 68,237 shares
    Change vs previous 13F +16,415 shares

    1.73% of the 13F portfolio, value $3,682,064.

    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).

  6. period ended2025-03-31
    13F 51,822 shares
    Change vs previous 13F +5,207 shares

    1.46% of the 13F portfolio, value $2,668,312.

    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).

  7. period ended2024-12-31
    13F 46,615 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $2,594,581.

    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).