Skip to content
Disclosery

Life Planning Partners, Inc: FREL position timeline

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

Life Planning Partners, Inc held 37,232 FREL 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 37,232 shares
    Change vs previous 13F -3,660 shares

    0.81% of the 13F portfolio, value $1,090,906.

    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 40,892 shares
    Change vs previous 13F -746 shares

    0.84% of the 13F portfolio, value $1,100,412.

    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 41,638 shares
    Change vs previous 13F -758 shares

    0.86% of the 13F portfolio, value $1,119,647.

    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 42,396 shares
    Change vs previous 13F +119 shares

    0.86% of the 13F portfolio, value $1,179,030.

    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 42,277 shares
    Change vs previous 13F -598 shares

    0.91% of the 13F portfolio, value $1,143,165.

    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 42,875 shares
    Change vs previous 13F +18 shares

    1.07% of the 13F portfolio, value $1,177,767.

    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 42,857 shares
    Change vs previous 13F +32 shares

    1.07% of the 13F portfolio, value $1,158,005.

    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 42,825 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,262,491.

    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).