Leading Edge Financial Planning LLC: DFIP position timeline

Leading Edge Financial Planning LLC held 580,584 DFIP 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 580,584 shares

   Change vs previous 13F +65,560 shares

   4.27% of the 13F portfolio, value $23,952,001.

   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 515,024 shares

   Change vs previous 13F +39,369 shares

   4.52% of the 13F portfolio, value $21,486,810.

   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 475,655 shares

   Change vs previous 13F +51,065 shares

   4.5% of the 13F portfolio, value $19,765,852.

   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 424,590 shares

   Change vs previous 13F +42,045 shares

   4.5% of the 13F portfolio, value $17,930,445.

   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 382,545 shares

   Change vs previous 13F +25,282 shares

   4.45% of the 13F portfolio, value $15,994,215.

   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 357,263 shares

   Change vs previous 13F +11,304 shares

   4.7% of the 13F portfolio, value $15,044,711.

   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 345,959 shares

   Change vs previous 13F +98,395 shares

   4.6% of the 13F portfolio, value $14,008,166.

   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 247,564 shares

   Change vs previous 13F not available

   3.51% of the 13F portfolio, value $10,467,015.

   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).