Leading Edge Financial Planning LLC: ITOT position timeline

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

Leading Edge Financial Planning LLC held 7,779 ITOT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 7,779 shares
Change vs previous 13F +3,719 shares
0.23% of the 13F portfolio, value $1,277,857.
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).
period ended2026-03-31
13F 4,060 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $578,267.
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).