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Disclosery

Quantum Financial Planning Services, Inc.: VTV position timeline

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

Quantum Financial Planning Services, Inc. held 0 VTV shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,112 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,112 shares
    Change vs previous 13F -200 shares

    0.08% of the 13F portfolio, value $212,369.

    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).

  3. period ended2025-09-30
    13F 1,312 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $244,588.

    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).

  4. period ended2025-06-30
    13F 1,307 shares
    Change vs previous 13F -744 shares

    0.11% of the 13F portfolio, value $230,915.

    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).

  5. period ended2025-03-31
    13F 2,051 shares
    Change vs previous 13F -331 shares

    0.19% of the 13F portfolio, value $354,207.

    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).

  6. period ended2024-12-31
    13F 2,382 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $403,284.

    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).