Quantum Financial Planning Services, Inc.

CIK 0002050169 • 7 13F filings • May 9, 2025 – Oct 14, 2026

Import this data to Google Sheets with:

=jivedata("quantum-financial-planning-services-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 14, 2026	Q3 2026	13F-HR	0002050169-26-000005	—	View
Jan 15, 2026	Q4 2025	13F-HR	0002050169-26-000001	$275.9M	View
Oct 14, 2025	Q3 2025