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Life Planning Partners, Inc: BIV position timeline

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

Life Planning Partners, Inc held 19,219 BIV 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 19,219 shares
    Change vs previous 13F -1,644 shares

    1.1% of the 13F portfolio, value $1,474,113.

    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 20,863 shares
    Change vs previous 13F -41 shares

    1.23% of the 13F portfolio, value $1,610,222.

    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 20,904 shares
    Change vs previous 13F -672 shares

    1.25% of the 13F portfolio, value $1,627,978.

    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 21,576 shares
    Change vs previous 13F -16 shares

    1.23% of the 13F portfolio, value $1,684,905.

    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 21,592 shares
    Change vs previous 13F -706 shares

    1.33% of the 13F portfolio, value $1,669,950.

    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 22,298 shares
    Change vs previous 13F -146 shares

    1.55% of the 13F portfolio, value $1,707,381.

    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 22,444 shares
    Change vs previous 13F -1,029 shares

    1.55% of the 13F portfolio, value $1,677,246.

    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 23,473 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $1,839,583.

    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).