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Leading Edge Financial Planning LLC: SPIP position timeline

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

Leading Edge Financial Planning LLC held 37,849 SPIP 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 37,849 shares
    Change vs previous 13F -3,307 shares

    0.17% of the 13F portfolio, value $971,962.

    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 41,156 shares
    Change vs previous 13F -2,947 shares

    0.23% of the 13F portfolio, value $1,070,468.

    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 44,103 shares
    Change vs previous 13F +5,682 shares

    0.26% of the 13F portfolio, value $1,144,473.

    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 38,421 shares
    Change vs previous 13F -995 shares

    0.25% of the 13F portfolio, value $1,011,049.

    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 39,416 shares
    Change vs previous 13F +6,024 shares

    0.29% of the 13F portfolio, value $1,027,181.

    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 33,392 shares
    Change vs previous 13F +161 shares

    0.28% of the 13F portfolio, value $880,881.

    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 33,231 shares
    Change vs previous 13F +4,290 shares

    0.28% of the 13F portfolio, value $841,077.

    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 28,941 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $760,569.

    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).