Quantum Financial Planning Services, Inc.: JIRE position timeline

Quantum Financial Planning Services, Inc. held 55,588 JIRE 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 55,588 shares

   Change vs previous 13F +32,307 shares

   1.24% of the 13F portfolio, value $4,567,085.

   13F-HR 0002050169-26-000005 filed by Quantum Financial Planning Services, Inc.
   Accepted 2026-10-14 17:29:34 UTC, ingested 2026-10-14 17:30:28 UTC

2. period ended2026-06-30

   13F 23,281 shares

   Change vs previous 13F +11,342 shares

   0.6% of the 13F portfolio, value $1,920,486.

   13F-HR 0002050169-26-000003 filed by Quantum Financial Planning Services, Inc.
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 11,939 shares

   Change vs previous 13F +2,267 shares

   0.32% of the 13F portfolio, value $904,293.

   13F-HR 0002050169-26-000002 filed by Quantum Financial Planning Services, Inc.
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 9,672 shares

   Change vs previous 13F +4,224 shares

   0.26% of the 13F portfolio, value $724,217.

   13F-HR 0002050169-26-000001 filed by Quantum Financial Planning Services, Inc.
   Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 5,448 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $400,646.

   13F-HR 0002050169-25-000006 filed by Quantum Financial Planning Services, Inc.
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).