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Life Planning Partners, Inc: IEMG position timeline

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

Life Planning Partners, Inc held 74,126 IEMG 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 74,126 shares
    Change vs previous 13F -7,277 shares

    4.56% of the 13F portfolio, value $6,140,573.

    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 81,403 shares
    Change vs previous 13F +1,230 shares

    4.33% of the 13F portfolio, value $5,677,849.

    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 80,173 shares
    Change vs previous 13F -5,746 shares

    4.13% of the 13F portfolio, value $5,389,156.

    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 85,919 shares
    Change vs previous 13F +1,365 shares

    4.14% of the 13F portfolio, value $5,663,755.

    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 84,554 shares
    Change vs previous 13F +1,325 shares

    4.04% of the 13F portfolio, value $5,075,754.

    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 83,229 shares
    Change vs previous 13F +2,393 shares

    4.07% of the 13F portfolio, value $4,491,875.

    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 80,836 shares
    Change vs previous 13F +106 shares

    3.9% of the 13F portfolio, value $4,221,251.

    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 80,730 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $4,634,690.

    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).