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Leading Edge Financial Planning LLC: JHPI position timeline

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

Leading Edge Financial Planning LLC held 9,727 JHPI 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 9,727 shares
    Change vs previous 13F -34 shares

    0.04% of the 13F portfolio, value $220,801.

    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 9,761 shares
    Change vs previous 13F +400 shares

    0.05% of the 13F portfolio, value $220,404.

    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 9,361 shares
    Change vs previous 13F -1,788 shares

    0.05% of the 13F portfolio, value $213,778.

    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 11,149 shares
    Change vs previous 13F -36 shares

    0.06% of the 13F portfolio, value $258,323.

    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 11,185 shares
    Change vs previous 13F +771 shares

    0.07% of the 13F portfolio, value $252,167.

    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 10,414 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,378.

    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).