Skip to content
Disclosery

Quantum Financial Planning Services, Inc.: VTEB position timeline

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

Quantum Financial Planning Services, Inc. held 5,258 VTEB 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 5,258 shares
    Change vs previous 13F -3,887 shares

    0.07% of the 13F portfolio, value $249,027.

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

  2. period ended2026-06-30
    13F 9,145 shares
    Change vs previous 13F -611 shares

    0.14% of the 13F portfolio, value $462,578.

    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 9,756 shares
    Change vs previous 13F +197 shares

    0.17% of the 13F portfolio, value $486,734.

    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 9,559 shares
    Change vs previous 13F +199 shares

    0.17% of the 13F portfolio, value $480,733.

    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 9,360 shares
    Change vs previous 13F +163 shares

    0.19% of the 13F portfolio, value $468,669.

    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 9,197 shares
    Change vs previous 13F +4,134 shares

    0.21% of the 13F portfolio, value $450,913.

    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 5,063 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $251,226.

    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 5,063 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $253,808.

    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).