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Life Planning Partners, Inc: DFAI position timeline

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

Life Planning Partners, Inc held 48,146 DFAI 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 48,146 shares
    Change vs previous 13F -3,602 shares

    1.48% of the 13F portfolio, value $1,986,007.

    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 51,748 shares
    Change vs previous 13F +5,016 shares

    1.54% of the 13F portfolio, value $2,016,103.

    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 46,732 shares
    Change vs previous 13F -8,497 shares

    1.36% of the 13F portfolio, value $1,780,943.

    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 55,229 shares
    Change vs previous 13F +1,822 shares

    1.47% of the 13F portfolio, value $2,007,581.

    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 53,407 shares
    Change vs previous 13F +4,114 shares

    1.47% of the 13F portfolio, value $1,846,269.

    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 49,293 shares
    Change vs previous 13F +6,505 shares

    1.39% of the 13F portfolio, value $1,539,430.

    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 42,788 shares
    Change vs previous 13F +3,468 shares

    1.16% of the 13F portfolio, value $1,249,421.

    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 39,320 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,249,601.

    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).