Quantum Financial Planning Services, Inc.

Business address
720 Boone Ave, Suite 100, Spokane, WA, 99201
Top securities (13F)
VCSH, VUG, SPLG, VCRB, DFIC, CGBL, CGDV, DFAT, BND, AAPL, MSFT, COST, AMZN, GOOGL, QQQ, ORCL, ESGV, VXUS, GOOG, and VTES
State of incorporation
WA
Fiscal year end
30 September
⭐ Add to watchlist ⭐
Quantum Financial Planning Services, Inc. has filed 5 SEC EDGAR filings since 23 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-24597
N-PX Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-24597
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-24597
13F-HR Open Document Open Filing 09 May 2025 31 Mar 2025 028-24597
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-24597