Skip to content
Disclosery

Quantum Financial Planning Services, Inc.: VCRB position timeline

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

Quantum Financial Planning Services, Inc. held 529,398 VCRB 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 529,398 shares
    Change vs previous 13F +141,622 shares

    10.62% of the 13F portfolio, value $38,974,273.

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

  2. period ended2026-06-30
    13F 387,776 shares
    Change vs previous 13F +18,735 shares

    9.29% of the 13F portfolio, value $29,949,011.

    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).

  3. period ended2026-03-31
    13F 369,041 shares
    Change vs previous 13F +9,533 shares

    10.26% of the 13F portfolio, value $28,556,415.

    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).

  4. period ended2025-12-31
    13F 359,508 shares
    Change vs previous 13F +18,754 shares

    10.15% of the 13F portfolio, value $28,003,896.

    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).

  5. period ended2025-09-30
    13F 340,754 shares
    Change vs previous 13F -2,042 shares

    10.81% of the 13F portfolio, value $26,718,541.

    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).

  6. period ended2025-06-30
    13F 342,796 shares
    Change vs previous 13F +268,914 shares

    12.52% of the 13F portfolio, value $26,594,126.

    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).

  7. period ended2025-03-31
    13F 73,882 shares
    Change vs previous 13F +4,655 shares

    3.13% of the 13F portfolio, value $5,720,700.

    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).

  8. period ended2024-12-31
    13F 69,227 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $5,248,099.

    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).