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Disclosery

Financial Life Planners: CI position timeline

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

Financial Life Planners held 901 CI 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 901 shares
    Change vs previous 13F +5 shares

    0.16% of the 13F portfolio, value $248,374.

    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 896 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $239,029.

    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 891 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $245,187.

    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).

  4. period ended2025-09-30
    13F 886 shares
    Change vs previous 13F +4 shares

    0.17% of the 13F portfolio, value $255,386.

    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 882 shares
    Change vs previous 13F +5 shares

    0.24% of the 13F portfolio, value $291,413.

    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).

  6. period ended2025-03-31
    13F 877 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $288,629.

    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 886 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $244,769.

    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).