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Disclosery

Financial Life Planners: ACN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Life Planners on ACN, newest first. How the timeline and the estimate are built.

Financial Life Planners held 344 ACN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344 shares
    Change vs previous 13F -37 shares

    0.03% of the 13F portfolio, value $42,768.

    13F-HR 0002053368-26-000003 filed by Financial Life Planners
    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 381 shares
    Change vs previous 13F +381 shares

    0.06% of the 13F portfolio, value $75,621.

    13F-HR 0002053368-26-000002 filed by Financial Life Planners
    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 0 shares
    Change vs previous 13F -380 shares

    13F-HR 0002053368-26-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 380 shares
    Change vs previous 13F +380 shares

    0.06% of the 13F portfolio, value $93,765.

    13F-HR 0002053368-25-000005 filed by Financial Life Planners
    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 0 shares
    Change vs previous 13F -505 shares

    13F-HR 0002053368-25-000004 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 505 shares
    Change vs previous 13F -4 shares

    0.15% of the 13F portfolio, value $157,472.

    13F-HR 0002053368-25-000002 filed by Financial Life Planners
    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 509 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $179,016.

    13F-HR 0002053368-25-000001 filed by Financial Life Planners
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).