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Leading Edge Financial Planning LLC: DFEM position timeline

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

Leading Edge Financial Planning LLC held 908,460 DFEM 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 908,460 shares
    Change vs previous 13F +39,760 shares

    6.57% of the 13F portfolio, value $36,919,835.

    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 868,700 shares
    Change vs previous 13F +37,875 shares

    6.32% of the 13F portfolio, value $30,013,597.

    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 830,825 shares
    Change vs previous 13F +51,853 shares

    6.26% of the 13F portfolio, value $27,483,694.

    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 778,972 shares
    Change vs previous 13F +27,524 shares

    6.27% of the 13F portfolio, value $24,981,629.

    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 751,448 shares
    Change vs previous 13F +43,728 shares

    6.2% of the 13F portfolio, value $22,302,975.

    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 707,720 shares
    Change vs previous 13F +60,173 shares

    5.85% of the 13F portfolio, value $18,726,259.

    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 647,547 shares
    Change vs previous 13F +31,159 shares

    5.56% of the 13F portfolio, value $16,959,263.

    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 616,388 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $17,351,309.

    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).