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Disclosery

Life Planning Partners, Inc: CLIP position timeline

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

Life Planning Partners, Inc held 36,541 CLIP 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 36,541 shares
    Change vs previous 13F +993 shares

    2.73% of the 13F portfolio, value $3,666,475.

    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 35,548 shares
    Change vs previous 13F +74 shares

    2.72% of the 13F portfolio, value $3,567,608.

    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 35,474 shares
    Change vs previous 13F +5,234 shares

    2.72% of the 13F portfolio, value $3,551,408.

    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 30,240 shares
    Change vs previous 13F +13,525 shares

    2.22% of the 13F portfolio, value $3,036,737.

    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 16,715 shares
    Change vs previous 13F +3,760 shares

    1.34% of the 13F portfolio, value $1,678,567.

    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 12,955 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,301,238.

    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).