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Life Planning Partners, Inc: AVDE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Life Planning Partners, Inc on AVDE, newest first. How the timeline and the estimate are built.

Life Planning Partners, Inc held 15,250 AVDE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,250 shares
    Change vs previous 13F -7,015 shares

    1.01% of the 13F portfolio, value $1,360,296.

    13F-HR 0001910934-26-000004 filed by Life Planning Partners, Inc
    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 22,265 shares
    Change vs previous 13F +1,974 shares

    1.44% of the 13F portfolio, value $1,888,996.

    13F-HR 0001910934-26-000002 filed by Life Planning Partners, Inc
    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 20,291 shares
    Change vs previous 13F -334 shares

    1.28% of the 13F portfolio, value $1,670,328.

    13F-HR 0001910934-26-000001 filed by Life Planning Partners, Inc
    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 20,625 shares
    Change vs previous 13F +1,729 shares

    1.19% of the 13F portfolio, value $1,627,275.

    13F-HR 0001910934-25-000002 filed by Life Planning Partners, Inc
    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 18,896 shares
    Change vs previous 13F +2,466 shares

    1.11% of the 13F portfolio, value $1,398,457.

    13F-HR 0001085146-25-003995 filed by Life Planning Partners, Inc
    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 16,430 shares
    Change vs previous 13F +1,249 shares

    0.99% of the 13F portfolio, value $1,088,813.

    13F-HR 0001085146-25-002167 filed by Life Planning Partners, Inc
    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/A 15,181 shares
    Change vs previous 13F +585 shares

    0.86% of the 13F portfolio, value $931,655.

    13F-HR/A 0001085146-25-001057 filed by Life Planning Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 14,596 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $978,370.

    13F-HR 0001085146-24-005216 filed by Life Planning Partners, Inc
    Filed (acceptance time not in the bulk data set), ingested

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