Leading Edge Financial Planning LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$299M
Signature - Title
Charles Mattingly - Chief Compliance Officer
Location
Knoxville, TN
Summary
This page shows a list of all the recent 13F filings made by Leading Edge Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Leading Edge Financial Planning LLC reported 55 stock holdings with total value $299M as of Q3 2024. Top holdings included SPLG, DFIC, SPAB, SCHB, and DUHP.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 55 $299M +$36.3M -$1.48M +$34.8M SPLG, DFIC, SPAB, SCHB, DUHP 13F-HR 10/23/2024, 08:38 AM
Q2 2024 50 $249M +$27.8M -$5.47M +$22.3M SPLG, SPAB, DFIC, SCHB, DUHP 13F-HR 8/1/2024, 01:29 PM
Q1 2024 54 $226M +$32.6M -$8.96M +$23.7M SPLG, DFIC, SPAB, SCHB, DUHP 13F-HR 5/3/2024, 10:09 AM
Q4 2023 60 $193M +$61M -$37.9M +$23.1M SPLG, SPAB, DFIC, SCHB, DUHP 13F-HR 2/13/2024, 11:02 AM
Q3 2023 67 $156M +$22M -$13.1M +$8.87M SPLG, DFAX, SPAB, DUHP, DFIP 13F-HR 10/25/2023, 09:03 AM
Q2 2023 68 $152M +$16.3M -$5.31M +$11M DFAX, SPLG, DUHP, SPAB, DFIP 13F-HR 7/17/2023, 09:21 AM
Q1 2023 67 $138M +$19.4M -$2.04M +$17.4M DFAX, SPLG, SPAB, DUHP, DFIP 13F-HR 4/20/2023, 12:32 PM
Q4 2022 63 $115M $0 $0 DFAX, SPLG, DUHP, SPAB, DFIP 13F-HR 3/2/2023, 11:05 AM