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Disclosery

Quantum Financial Planning Services, Inc.: DFIC position timeline

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

Quantum Financial Planning Services, Inc. held 850,171 DFIC 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 850,171 shares
    Change vs previous 13F +54,330 shares

    9.82% of the 13F portfolio, value $31,677,387.

    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 795,841 shares
    Change vs previous 13F +23,313 shares

    10.16% of the 13F portfolio, value $28,276,240.

    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 772,528 shares
    Change vs previous 13F +218,072 shares

    9.65% of the 13F portfolio, value $26,621,310.

    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 554,456 shares
    Change vs previous 13F not available

    7.35% of the 13F portfolio, value $18,180,612.

    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).