Leading Edge Financial Planning LLC: SPAB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Leading Edge Financial Planning LLC on SPAB, newest first. How the timeline and the estimate are built.
Leading Edge Financial Planning LLC held 1,173,898 SPAB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 1,173,898 sharesChange vs previous 13F +118,927 shares
5.33% of the 13F portfolio, value $29,957,877.
13F-HR 0001951757-26-001113 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,054,971 sharesChange vs previous 13F +49,758 shares
5.69% of the 13F portfolio, value $27,028,364.
13F-HR 0001951757-26-000822 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,005,213 sharesChange vs previous 13F +94,276 shares
5.9% of the 13F portfolio, value $25,884,237.
13F-HR 0001951757-26-000247 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 910,937 sharesChange vs previous 13F +68,063 shares
5.91% of the 13F portfolio, value $23,547,711.
13F-HR 0001951757-25-001402 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 842,874 sharesChange vs previous 13F +32,742 shares
6% of the 13F portfolio, value $21,577,572.
13F-HR 0001951757-25-000863 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 810,132 sharesChange vs previous 13F +32,505 shares
6.46% of the 13F portfolio, value $20,690,747.
13F-HR 0001951757-25-000431 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 777,627 sharesChange vs previous 13F -679,441 shares
6.38% of the 13F portfolio, value $19,432,871.
13F-HR 0001951757-25-000126 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,457,068 sharesChange vs previous 13F not available
12.76% of the 13F portfolio, value $38,087,772.
13F-HR 0001951757-24-001104 filed by Leading Edge Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).