Leading Edge Financial Planning LLC: DFGR position timeline

Leading Edge Financial Planning LLC held 24,367 DFGR 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 24,367 shares

   Change vs previous 13F +975 shares

   0.13% of the 13F portfolio, value $705,912.

   13F-HR 0001951757-26-001113 filed by Leading Edge Financial Planning LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 23,392 shares

   Change vs previous 13F +6,629 shares

   0.13% of the 13F portfolio, value $621,759.

   13F-HR 0001951757-26-000822 filed by Leading Edge Financial Planning LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 16,763 shares

   Change vs previous 13F +1,113 shares

   0.1% of the 13F portfolio, value $442,879.

   13F-HR 0001951757-26-000247 filed by Leading Edge Financial Planning LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 15,650 shares

   Change vs previous 13F +988 shares

   0.11% of the 13F portfolio, value $427,402.

   13F-HR 0001951757-25-001402 filed by Leading Edge Financial Planning LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 14,662 shares

   Change vs previous 13F +533 shares

   0.11% of the 13F portfolio, value $393,381.

   13F-HR 0001951757-25-000863 filed by Leading Edge Financial Planning LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 14,129 shares

   Change vs previous 13F +322 shares

   0.12% of the 13F portfolio, value $371,028.

   13F-HR 0001951757-25-000431 filed by Leading Edge Financial Planning LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 13,807 shares

   Change vs previous 13F -430 shares

   0.12% of the 13F portfolio, value $352,631.

   13F-HR 0001951757-25-000126 filed by Leading Edge Financial Planning LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 14,237 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $410,880.

   13F-HR 0001951757-24-001104 filed by Leading Edge Financial Planning LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).