Leading Edge Financial Planning LLC
Position in VGM — Invesco Trust for Investment Grade Municipals
CIK 1967205
KNOXVILLE, TN
Position in VGM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$108,151
New position
Shares Held
10,203
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#79
of 102 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Leading Edge Financial Planning LLC holds $187,293 across 2 Asset Management names. VGM ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VGM |
Invesco Trust for Investment Grade Municipals
This page
|
10,203 | $108,151 | |
| 2 | HRZN |
Horizon Technology Finance Corp
|
16,732 | $79,142 |
All Filings in VGM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,151 | 10,203 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||