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Disclosery

Life Planning Partners, Inc: DFUS position timeline

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

Life Planning Partners, Inc held 31,872 DFUS 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 31,872 shares
    Change vs previous 13F -1,821 shares

    1.94% of the 13F portfolio, value $2,611,628.

    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 33,693 shares
    Change vs previous 13F +962 shares

    1.82% of the 13F portfolio, value $2,389,184.

    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 32,731 shares
    Change vs previous 13F -2,186 shares

    1.86% of the 13F portfolio, value $2,427,742.

    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 34,917 shares
    Change vs previous 13F -17 shares

    1.85% of the 13F portfolio, value $2,529,355.

    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 34,934 shares
    Change vs previous 13F +4,411 shares

    1.86% of the 13F portfolio, value $2,341,304.

    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 30,523 shares
    Change vs previous 13F +2,827 shares

    1.67% of the 13F portfolio, value $1,846,024.

    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 27,696 shares
    Change vs previous 13F +1,317 shares

    1.63% of the 13F portfolio, value $1,765,647.

    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 26,379 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,640,794.

    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).