Leading Edge Financial Planning LLC: BIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leading Edge Financial Planning LLC on BIV, newest first. How the timeline and the estimate are built.
Leading Edge Financial Planning LLC held 0 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -3,375 shares
13F-HR 0001951757-26-001113 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 3,375 sharesChange vs previous 13F +3,375 shares
0.05% of the 13F portfolio, value $260,483.
13F-HR 0001951757-26-000822 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -2,716 shares
13F-HR 0001951757-25-000863 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 2,716 sharesChange vs previous 13F +16 shares
0.06% of the 13F portfolio, value $207,964.
13F-HR 0001951757-25-000431 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,700 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $201,771.
13F-HR 0001951757-25-000126 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).