Leading Edge Financial Planning LLC: POCT position timeline

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

Leading Edge Financial Planning LLC held 0 POCT shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

period ended2025-06-30
13F 0 shares
Change vs previous 13F -6,669 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2025-03-31
13F 6,669 shares
Change vs previous 13F +527 shares
0.08% of the 13F portfolio, value $259,091.
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).
period ended2024-12-31
13F 6,142 shares
Change vs previous 13F +207 shares
0.08% of the 13F portfolio, value $243,017.
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).
period ended2024-09-30
13F 5,935 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $231,168.
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).