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Life Planning Partners, Inc: DFAX position timeline

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

Life Planning Partners, Inc held 42,736 DFAX 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 42,736 shares
    Change vs previous 13F -3,571 shares

    1.17% of the 13F portfolio, value $1,574,407.

    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 46,307 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $1,573,063.

    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 46,307 shares
    Change vs previous 13F -456 shares

    1.16% of the 13F portfolio, value $1,515,615.

    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 46,763 shares
    Change vs previous 13F +2 shares

    1.07% of the 13F portfolio, value $1,467,432.

    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 46,761 shares
    Change vs previous 13F +6 shares

    1.09% of the 13F portfolio, value $1,373,358.

    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 46,755 shares
    Change vs previous 13F +454 shares

    1.11% of the 13F portfolio, value $1,224,978.

    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 46,301 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,151,040.

    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 46,301 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,250,587.

    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).