Skip to content

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

  1. period ended2026-06-30
    13F 1,173,898 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,054,971 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 1,005,213 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 910,937 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 842,874 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 810,132 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 777,627 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 1,457,068 shares
    Change 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), ingested

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