Leading Edge Financial Planning LLC: REET position timeline

Leading Edge Financial Planning LLC held 293,457 REET 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 293,457 shares

   Change vs previous 13F -2,841 shares

   1.44% of the 13F portfolio, value $8,105,283.

   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).

2. period ended2026-03-31

   13F 296,298 shares

   Change vs previous 13F -7,235 shares

   1.57% of the 13F portfolio, value $7,451,883.

   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).

3. period ended2025-12-31

   13F 303,533 shares

   Change vs previous 13F -2,809 shares

   1.73% of the 13F portfolio, value $7,573,137.

   13F-HR 0001951757-26-000247 filed by Leading Edge Financial Planning LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 306,342 shares

   Change vs previous 13F -3,271 shares

   1.97% of the 13F portfolio, value $7,830,110.

   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).

5. period ended2025-06-30

   13F 309,613 shares

   Change vs previous 13F -9,264 shares

   2.13% of the 13F portfolio, value $7,647,445.

   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).

6. period ended2025-03-31

   13F 318,877 shares

   Change vs previous 13F +2,020 shares

   2.42% of the 13F portfolio, value $7,735,955.

   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).

7. period ended2024-12-31

   13F 316,857 shares

   Change vs previous 13F -12,843 shares

   2.49% of the 13F portfolio, value $7,595,077.

   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).

8. period ended2024-09-30

   13F 329,700 shares

   Change vs previous 13F not available

   2.95% of the 13F portfolio, value $8,799,693.

   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).