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
- period ended2026-06-3013F 908,460 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 868,700 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 830,825 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 778,972 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 751,448 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 707,720 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 647,547 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 616,388 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).