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Quantum Financial Planning Services, Inc.: JCPB position timeline

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

Quantum Financial Planning Services, Inc. held 7,959 JCPB 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 7,959 shares
    Change vs previous 13F +1,539 shares

    0.1% of the 13F portfolio, value $356,382.

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

  2. period ended2026-06-30
    13F 6,420 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $301,339.

    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 ยง4.2).