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RCS Financial Planning, LLC: QUAL position timeline

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

RCS Financial Planning, LLC held 6,108 QUAL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,108 shares
    Change vs previous 13F -1,442 shares

    0.63% of the 13F portfolio, value $1,340,212.

    13F-HR 0001963347-26-000003 filed by RCS Financial Planning, LLC
    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 7,550 shares
    Change vs previous 13F -9,008 shares

    0.75% of the 13F portfolio, value $1,448,108.

    13F-HR 0001963347-26-000002 filed by RCS Financial Planning, LLC
    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 16,558 shares
    Change vs previous 13F -7,865 shares

    1.42% of the 13F portfolio, value $3,288,821.

    13F-HR 0001963347-26-000001 filed by RCS Financial Planning, LLC
    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 24,423 shares
    Change vs previous 13F +211 shares

    2.1% of the 13F portfolio, value $4,750,300.

    13F-HR 0001963347-25-000003 filed by RCS Financial Planning, LLC
    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 24,212 shares
    Change vs previous 13F +2,204 shares

    2.2% of the 13F portfolio, value $4,426,385.

    13F-HR 0001085146-25-004205 filed by RCS Financial Planning, LLC
    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 22,008 shares
    Change vs previous 13F +1,965 shares

    1.98% of the 13F portfolio, value $3,760,951.

    13F-HR 0001085146-25-002334 filed by RCS Financial Planning, LLC
    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 20,043 shares
    Change vs previous 13F +3,218 shares

    1.9% of the 13F portfolio, value $3,569,316.

    13F-HR 0001085146-25-000421 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,825 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $3,016,712.

    13F-HR 0001085146-24-005060 filed by RCS Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).