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Life Planning Partners, Inc: AVUS position timeline

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

Life Planning Partners, Inc held 19,373 AVUS 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 19,373 shares
    Change vs previous 13F -1,626 shares

    1.84% of the 13F portfolio, value $2,481,292.

    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 20,999 shares
    Change vs previous 13F +830 shares

    1.78% of the 13F portfolio, value $2,334,684.

    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 20,169 shares
    Change vs previous 13F -7,217 shares

    1.73% of the 13F portfolio, value $2,254,578.

    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 27,386 shares
    Change vs previous 13F +1,287 shares

    2.17% of the 13F portfolio, value $2,976,835.

    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 26,099 shares
    Change vs previous 13F +13,805 shares

    2.09% of the 13F portfolio, value $2,631,287.

    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 12,294 shares
    Change vs previous 13F +2,453 shares

    1.03% of the 13F portfolio, value $1,135,709.

    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 9,841 shares
    Change vs previous 13F +1 shares

    0.88% of the 13F portfolio, value $953,900.

    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 9,840 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $936,234.

    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).