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Leading Edge Financial Planning LLC: AVUV position timeline

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

Leading Edge Financial Planning LLC held 26,447 AVUV 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 26,447 shares
    Change vs previous 13F +3,760 shares

    0.59% of the 13F portfolio, value $3,299,547.

    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 22,687 shares
    Change vs previous 13F +3,035 shares

    0.53% of the 13F portfolio, value $2,506,250.

    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 19,652 shares
    Change vs previous 13F +524 shares

    0.46% of the 13F portfolio, value $2,004,126.

    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 19,128 shares
    Change vs previous 13F -1,025 shares

    0.48% of the 13F portfolio, value $1,903,825.

    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 20,153 shares
    Change vs previous 13F +4,767 shares

    0.51% of the 13F portfolio, value $1,835,969.

    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 15,386 shares
    Change vs previous 13F +193 shares

    0.42% of the 13F portfolio, value $1,341,226.

    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 15,193 shares
    Change vs previous 13F +1,110 shares

    0.48% of the 13F portfolio, value $1,466,612.

    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 14,083 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,351,264.

    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).