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Leading Edge Financial Planning LLC: DFAI position timeline

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

Leading Edge Financial Planning LLC held 42,332 DFAI 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 42,332 shares
    Change vs previous 13F -230 shares

    0.31% of the 13F portfolio, value $1,746,176.

    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 42,562 shares
    Change vs previous 13F -1,225 shares

    0.35% of the 13F portfolio, value $1,658,220.

    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 43,787 shares
    Change vs previous 13F -119 shares

    0.38% of the 13F portfolio, value $1,668,707.

    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 43,906 shares
    Change vs previous 13F -1,318 shares

    0.4% of the 13F portfolio, value $1,595,983.

    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 45,224 shares
    Change vs previous 13F -111 shares

    0.43% of the 13F portfolio, value $1,563,393.

    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 45,335 shares
    Change vs previous 13F -178 shares

    0.44% of the 13F portfolio, value $1,415,811.

    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 45,513 shares
    Change vs previous 13F -10,866 shares

    0.44% of the 13F portfolio, value $1,328,978.

    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 56,379 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,791,703.

    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).