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Disclosery

Quantum Financial Planning Services, Inc.: ORCL position timeline

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

Quantum Financial Planning Services, Inc. held 2,360 ORCL 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 2,360 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $345,839.

    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 2,360 shares
    Change vs previous 13F -92 shares

    0.12% of the 13F portfolio, value $347,161.

    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 2,452 shares
    Change vs previous 13F +27 shares

    0.17% of the 13F portfolio, value $477,894.

    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 2,425 shares
    Change vs previous 13F -198 shares

    0.28% of the 13F portfolio, value $681,971.

    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 2,623 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $573,438.

    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 2,623 shares
    Change vs previous 13F +93 shares

    0.2% of the 13F portfolio, value $366,704.

    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 2,530 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $421,668.

    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).