Leading Edge Financial Planning LLC: QUAL position timeline

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

Leading Edge Financial Planning LLC held 2,197 QUAL 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 2,197 shares
Change vs previous 13F -273 shares
0.09% of the 13F portfolio, value $482,143.
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 2,470 shares
Change vs previous 13F +2,470 shares
0.1% of the 13F portfolio, value $473,819.
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).
period ended2025-09-30
13F 0 shares
Change vs previous 13F -1,460 shares
13F-HR 0001951757-25-001402 filed by Leading Edge Financial Planning LLC
Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2025-06-30
13F 1,460 shares
Change vs previous 13F +120 shares
0.07% of the 13F portfolio, value $266,963.
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).
period ended2025-03-31
13F 1,340 shares
Change vs previous 13F 0 shares
0.07% of the 13F portfolio, value $229,036.
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 1,340 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $238,673.
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 1,340 shares
Change vs previous 13F not available
0.08% of the 13F portfolio, value $240,307.
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).