Skip to content

Leading Edge Financial Planning LLC: AVIG position timeline

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

Leading Edge Financial Planning LLC held 43,086 AVIG 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 43,086 shares
    Change vs previous 13F +13,360 shares

    0.32% of the 13F portfolio, value $1,784,191.

    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 29,726 shares
    Change vs previous 13F +12,684 shares

    0.26% of the 13F portfolio, value $1,234,818.

    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 17,042 shares
    Change vs previous 13F +1,594 shares

    0.16% of the 13F portfolio, value $714,451.

    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 15,448 shares
    Change vs previous 13F -18 shares

    0.16% of the 13F portfolio, value $650,051.

    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 15,466 shares
    Change vs previous 13F +4,502 shares

    0.18% of the 13F portfolio, value $643,695.

    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 10,964 shares
    Change vs previous 13F -5,337 shares

    0.14% of the 13F portfolio, value $453,800.

    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 16,301 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $661,332.

    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).