Leading Edge Financial Planning LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationknoxville, TN
- CIK0001967205
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
57 | $304.80M | KRE, DFIC, SCHB, DUHP | 13F-HR | Jan 24, 2025 | 000195175725000126 | ||
55 | $298.56M | KRE, DFIC, KRE, SCHB | 13F-HR | Oct 23, 2024 | 000195175724001104 | ||
50 | $249.30M | KRE, KRE, DFIC, SCHB | 13F-HR | Aug 1, 2024 | 000195175724000604 | ||
54 | $225.77M | KRE, DFIC, KRE, SCHB | 13F-HR | May 3, 2024 | 000195175724000431 | ||
60 | $192.73M | KRE, KRE, DFIC, SCHB | 13F-HR | Feb 13, 2024 | 000195175724000244 | ||
67 | $156.14M | KRE, DFAX, KRE, DUHP | 13F-HR | Oct 25, 2023 | 000195175723000616 | ||
68 | $152.81M | DFAX, KRE, DUHP, KRE | 13F-HR | Jul 17, 2023 | 000195175723000360 | ||
67 | $138.20M | DFAX, KRE, KRE, DUHP | 13F-HR | Apr 20, 2023 | 000195175723000186 | ||
63 | $115.56M | DFAX, KRE, DUHP, KRE | 13F-HR | Mar 2, 2023 | 000196720523000001 |