Leading Edge Financial Planning LLC: DFCF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leading Edge Financial Planning LLC on DFCF, newest first. How the timeline and the estimate are built.
Leading Edge Financial Planning LLC held 723,730 DFCF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 723,730 sharesChange vs previous 13F +87,663 shares
5.44% of the 13F portfolio, value $30,548,634.
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).
- period ended2026-03-3113F 636,067 sharesChange vs previous 13F +33,336 shares
5.65% of the 13F portfolio, value $26,854,728.
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 ended2025-12-3113F 602,731 sharesChange vs previous 13F +58,901 shares
5.85% of the 13F portfolio, value $25,652,249.
13F-HR 0001951757-26-000247 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 ended2025-09-3013F 543,830 sharesChange vs previous 13F +45,812 shares
5.84% of the 13F portfolio, value $23,254,158.
13F-HR 0001951757-25-001402 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 498,018 sharesChange vs previous 13F +25,882 shares
5.85% of the 13F portfolio, value $21,046,236.
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).
- period ended2025-03-3113F 472,136 sharesChange vs previous 13F +21,455 shares
6.2% of the 13F portfolio, value $19,858,041.
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 450,681 sharesChange vs previous 13F +405,202 shares
6.1% of the 13F portfolio, value $18,599,588.
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).
- period ended2024-09-3013F 45,479 sharesChange vs previous 13F not available
0.66% of the 13F portfolio, value $1,964,231.
13F-HR 0001951757-24-001104 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).