Leading Edge Financial Planning LLC: DFIC position timeline

Leading Edge Financial Planning LLC held 2,149,853 DFIC 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 2,149,853 shares

   Change vs previous 13F +193,294 shares

   14.26% of the 13F portfolio, value $80,103,532.

   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 1,956,559 shares

   Change vs previous 13F +107,042 shares

   14.63% of the 13F portfolio, value $69,516,527.

   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 1,849,517 shares

   Change vs previous 13F +122,678 shares

   14.52% of the 13F portfolio, value $63,734,365.

   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 1,726,839 shares

   Change vs previous 13F +62,217 shares

   14.21% of the 13F portfolio, value $56,623,054.

   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 1,664,622 shares

   Change vs previous 13F +57,274 shares

   14.39% of the 13F portfolio, value $51,753,120.

   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 1,607,348 shares

   Change vs previous 13F +93,023 shares

   13.94% of the 13F portfolio, value $44,636,062.

   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 1,514,325 shares

   Change vs previous 13F +106,752 shares

   12.84% of the 13F portfolio, value $39,137,724.

   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 1,407,573 shares

   Change vs previous 13F not available

   13.27% of the 13F portfolio, value $39,609,103.

   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).