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Quantum Financial Planning Services, Inc.: VCSH position timeline

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

Quantum Financial Planning Services, Inc. held 866,220 VCSH 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 866,220 shares
    Change vs previous 13F +11,148 shares

    21.22% of the 13F portfolio, value $68,457,385.

    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 855,072 shares
    Change vs previous 13F +46,968 shares

    24.35% of the 13F portfolio, value $67,781,533.

    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 808,104 shares
    Change vs previous 13F +23,864 shares

    23.35% of the 13F portfolio, value $64,430,097.

    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 784,240 shares
    Change vs previous 13F +50,027 shares

    25.35% of the 13F portfolio, value $62,684,341.

    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 734,213 shares
    Change vs previous 13F -11,871 shares

    27.48% of the 13F portfolio, value $58,369,963.

    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 746,084 shares
    Change vs previous 13F +20,032 shares

    32.22% of the 13F portfolio, value $58,895,870.

    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 726,052 shares
    Change vs previous 13F not available

    31.42% of the 13F portfolio, value $56,639,286.

    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).