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Leading Edge Financial Planning LLC: GLDM position timeline

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

Leading Edge Financial Planning LLC held 23,442 GLDM 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 23,442 shares
    Change vs previous 13F +5,052 shares

    0.33% of the 13F portfolio, value $1,861,727.

    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 18,390 shares
    Change vs previous 13F -1,062 shares

    0.36% of the 13F portfolio, value $1,704,526.

    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 19,452 shares
    Change vs previous 13F -2,113 shares

    0.38% of the 13F portfolio, value $1,660,578.

    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 21,565 shares
    Change vs previous 13F -3,746 shares

    0.41% of the 13F portfolio, value $1,648,680.

    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 25,311 shares
    Change vs previous 13F +1,109 shares

    0.46% of the 13F portfolio, value $1,658,377.

    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 24,202 shares
    Change vs previous 13F -900 shares

    0.47% of the 13F portfolio, value $1,497,862.

    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 25,102 shares
    Change vs previous 13F -210 shares

    0.43% of the 13F portfolio, value $1,305,053.

    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).

  8. period ended2024-09-30
    13F 25,312 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,319,515.

    13F-HR 0001951757-24-001104 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).