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Life Planning Partners, Inc: AVRE position timeline

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

Life Planning Partners, Inc held 38,336 AVRE 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 38,336 shares
    Change vs previous 13F -1,089 shares

    1.35% of the 13F portfolio, value $1,816,377.

    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 39,425 shares
    Change vs previous 13F +3,992 shares

    1.32% of the 13F portfolio, value $1,735,504.

    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 35,433 shares
    Change vs previous 13F +3,793 shares

    1.18% of the 13F portfolio, value $1,542,414.

    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 31,640 shares
    Change vs previous 13F +2,454 shares

    1.03% of the 13F portfolio, value $1,407,333.

    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 29,186 shares
    Change vs previous 13F +1,150 shares

    1.03% of the 13F portfolio, value $1,288,853.

    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 28,036 shares
    Change vs previous 13F +1,131 shares

    1.09% of the 13F portfolio, value $1,205,819.

    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 26,905 shares
    Change vs previous 13F +1,746 shares

    1.04% of the 13F portfolio, value $1,127,863.

    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 25,159 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,185,976.

    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).