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Leading Edge Financial Planning LLC: DUSB position timeline

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

Leading Edge Financial Planning LLC held 151,087 DUSB 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 151,087 shares
    Change vs previous 13F +11,283 shares

    1.37% of the 13F portfolio, value $7,672,198.

    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 139,804 shares
    Change vs previous 13F +8,151 shares

    1.49% of the 13F portfolio, value $7,089,461.

    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 131,653 shares
    Change vs previous 13F +13,882 shares

    1.52% of the 13F portfolio, value $6,668,225.

    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 117,771 shares
    Change vs previous 13F +13,900 shares

    1.5% of the 13F portfolio, value $5,980,412.

    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 103,871 shares
    Change vs previous 13F +9,279 shares

    1.47% of the 13F portfolio, value $5,271,454.

    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 94,592 shares
    Change vs previous 13F +7,891 shares

    1.5% of the 13F portfolio, value $4,798,652.

    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 86,701 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $4,386,203.

    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).