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Disclosery

Leading Edge Financial Planning LLC: SCHZ position timeline

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

Leading Edge Financial Planning LLC held 16,480 SCHZ 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 16,480 shares
    Change vs previous 13F -11,923 shares

    0.07% of the 13F portfolio, value $381,180.

    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 28,403 shares
    Change vs previous 13F -98 shares

    0.14% of the 13F portfolio, value $659,509.

    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 28,501 shares
    Change vs previous 13F -253 shares

    0.15% of the 13F portfolio, value $666,059.

    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 28,754 shares
    Change vs previous 13F -242 shares

    0.17% of the 13F portfolio, value $674,848.

    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 28,996 shares
    Change vs previous 13F -2,033 shares

    0.19% of the 13F portfolio, value $673,858.

    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 31,029 shares
    Change vs previous 13F +19 shares

    0.22% of the 13F portfolio, value $718,625.

    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).

  7. period ended2024-12-31
    13F 31,010 shares
    Change vs previous 13F -19,223 shares

    0.23% of the 13F portfolio, value $703,913.

    13F-HR 0001951757-25-000126 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).

  8. period ended2024-09-30
    13F 50,233 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,387,069.

    13F-HR 0001951757-24-001104 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).