Life Planning Partners, Inc: FMUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Life Planning Partners, Inc on FMUN, newest first. How the timeline and the estimate are built.
Life Planning Partners, Inc held 38,530 FMUN shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 38,530 sharesChange vs previous 13F -6,238 shares
1.44% of the 13F portfolio, value $1,942,296.
13F-HR 0001910934-26-000004 filed by Life Planning Partners, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 44,768 sharesChange vs previous 13F -2,938 shares
1.7% of the 13F portfolio, value $2,221,980.
13F-HR 0001910934-26-000002 filed by Life Planning Partners, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 47,706 sharesChange vs previous 13F -5,904 shares
1.84% of the 13F portfolio, value $2,396,451.
13F-HR 0001910934-26-000001 filed by Life Planning Partners, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,610 sharesChange vs previous 13F -3,894 shares
1.95% of the 13F portfolio, value $2,671,105.
13F-HR 0001910934-25-000002 filed by Life Planning Partners, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 57,504 sharesChange vs previous 13F not available
2.23% of the 13F portfolio, value $2,796,753.
13F-HR 0001085146-25-003995 filed by Life Planning Partners, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).