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Leading Edge Financial Planning LLC: AVEM position timeline

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

Leading Edge Financial Planning LLC held 29,770 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,770 shares
    Change vs previous 13F +4,770 shares

    0.51% of the 13F portfolio, value $2,872,530.

    13F-HR 0001951757-26-001113 filed by Leading Edge 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 25,000 shares
    Change vs previous 13F +3,525 shares

    0.42% of the 13F portfolio, value $2,014,519.

    13F-HR 0001951757-26-000822 filed by Leading Edge 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 21,475 shares
    Change vs previous 13F +749 shares

    0.38% of the 13F portfolio, value $1,654,023.

    13F-HR 0001951757-26-000247 filed by Leading Edge 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 20,726 shares
    Change vs previous 13F -1,111 shares

    0.39% of the 13F portfolio, value $1,556,748.

    13F-HR 0001951757-25-001402 filed by Leading Edge 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 21,837 shares
    Change vs previous 13F -370 shares

    0.42% of the 13F portfolio, value $1,496,708.

    13F-HR 0001951757-25-000863 filed by Leading Edge 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 22,207 shares
    Change vs previous 13F -846 shares

    0.42% of the 13F portfolio, value $1,336,195.

    13F-HR 0001951757-25-000431 filed by Leading Edge 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 23,053 shares
    Change vs previous 13F +1,222 shares

    0.44% of the 13F portfolio, value $1,355,287.

    13F-HR 0001951757-25-000126 filed by Leading Edge 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 21,831 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,410,283.

    13F-HR 0001951757-24-001104 filed by Leading Edge Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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