Back to VGES
Leading Edge Financial Planning LLC → VGES
Leading Edge Financial Planning LLC VGES Position History
VGES
Quarters held
45
Latest value
$477K
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $492K |
| Q3 2025 | $284K |
| Q3 2025 | $8.6M |
| Q3 2025 | $8.5M |
| Q3 2025 | $354K |
| Q3 2025 | $2.1M |
| Q3 2025 | $539K |
| Q3 2025 | $425K |
| Q4 2025 | $504K |
| Q4 2025 | $277K |
| Q4 2025 | $9.3M |
| Q4 2025 | $9.5M |
| Q4 2025 | $366K |
| Q4 2025 | $1.9M |
| Q4 2025 | $349K |
| Q4 2025 | $551K |
| Q4 2025 | $434K |
| Q1 2026 | $532K |
| Q1 2026 | $260K |
| Q1 2026 | $276K |
| Q1 2026 | $9.5M |
| Q1 2026 | $9.8M |
| Q1 2026 | $390K |
| Q1 2026 | $2.4M |
| Q1 2026 | $314K |
| Q1 2026 | $636K |
| Q2 2026 | $619K |
| Q2 2026 | $281K |
| Q2 2026 | $10.7M |
| Q2 2026 | $841K |
| Q2 2026 | $10.7M |
| Q2 2026 | $444K |
| Q2 2026 | $2.9M |
| Q2 2026 | $294K |
| Q2 2026 | $819K |
| Q3 2026 | $538K |
| Q3 2026 | $301K |
| Q3 2026 | $268K |
| Q3 2026 | $11.7M |
| Q3 2026 | $876K |
| Q3 2026 | $11.7M |
| Q3 2026 | $501K |
| Q3 2026 | $2.4M |
| Q3 2026 | $315K |
| Q3 2026 | $477K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $477K | 1.3K | — | — |
| Q3 2026 | $315K | 1.1K | — | — |
| Q3 2026 | $2.4M | 12.3K | — | — |
| Q3 2026 | $501K | 715 | — | — |
| Q3 2026 | $11.7M | 151.0K | — | — |
| Q3 2026 | $876K | 5.5K | — | — |
| Q3 2026 | $11.7M | 249.5K | — | — |
| Q3 2026 | $268K | 1.7K | — | — |
| Q3 2026 | $301K | 4.1K | — | — |
| Q3 2026 | $538K | 9.7K | — | — |
| Q2 2026 | $819K | 2.2K | — | — |
| Q2 2026 | $294K | 1.3K | — | — |
| Q2 2026 | $2.9M | 9.4K | — | — |
| Q2 2026 | $444K | 647 | — | — |
| Q2 2026 | $10.7M | 135.4K | — | — |
| Q2 2026 | $841K | 5.4K | — | — |
| Q2 2026 | $10.7M | 220.3K | — | — |
| Q2 2026 | $281K | 1.8K | — | — |
| Q2 2026 | $619K | 9.5K | — | — |
| Q1 2026 | $636K | 2.0K | — | — |
| Q1 2026 | $314K | 1.6K | — | — |
| Q1 2026 | $2.4M | 13.3K | — | — |
| Q1 2026 | $390K | 652 | — | — |
| Q1 2026 | $9.8M | 123.7K | — | — |
| Q1 2026 | $9.5M | 197.1K | — | — |
| Q1 2026 | $276K | 1.9K | — | — |
| Q1 2026 | $260K | 3.4K | — | — |
| Q1 2026 | $532K | 8.2K | — | — |
| Q4 2025 | $434K | 1.3K | — | — |
| Q4 2025 | $551K | 2.9K | — | — |
| Q4 2025 | $349K | 1.2K | — | — |
| Q4 2025 | $1.9M | 10.5K | — | — |
| Q4 2025 | $366K | 584 | — | — |
| Q4 2025 | $9.5M | 118.5K | — | — |
| Q4 2025 | $9.3M | 192.8K | — | — |
| Q4 2025 | $277K | 1.9K | — | — |
| Q4 2025 | $504K | 7.8K | — | — |
| Q3 2025 | $425K | 1.3K | — | — |
| Q3 2025 | $539K | 2.9K | — | — |
| Q3 2025 | $2.1M | 7.2K | — | — |
| Q3 2025 | $354K | 578 | — | — |
| Q3 2025 | $8.5M | 106.5K | — | — |
| Q3 2025 | $8.6M | 174.5K | — | — |
| Q3 2025 | $284K | 2.0K | — | — |
| Q3 2025 | $492K | 7.2K | — | — |