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Quantum Financial Planning Services, Inc.ETFConcentrated long-term

CIK: 0002050169 | SPOKANE, WA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR54$367.1M2026-10-14SEC ↗
Q2 2026
13F-HR58$322.5M2026-07-15SEC ↗
Q1 2026
13F-HR53$278.4M2026-04-14SEC ↗
Q4 2025
13F-HR54$275.9M2026-01-15SEC ↗
Q3 2025
13F-HR49$247.3M2025-10-14SEC ↗
Q2 2025
13F-HR46$212.4M2025-07-25SEC ↗
Q1 2025
13F-HR38$182.8M2025-05-09SEC ↗
Q4 2024
13F-HR34$180.2M2025-01-23SEC ↗