Skip to content
Disclosery

Quantum Financial Planning Services, Inc.: IBIT position timeline

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

Quantum Financial Planning Services, Inc. held 7,921 IBIT 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 7,921 shares
    Change vs previous 13F +148 shares

    0.08% of the 13F portfolio, value $263,690.

    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 7,773 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $298,639.

    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 7,749 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $384,738.

    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).