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Life Planning Partners, Inc: ITOT position timeline

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

Life Planning Partners, Inc held 161,686 ITOT 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 161,686 shares
    Change vs previous 13F -14,823 shares

    19.74% of the 13F portfolio, value $26,560,108.

    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 176,509 shares
    Change vs previous 13F -112 shares

    19.19% of the 13F portfolio, value $25,140,212.

    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 176,621 shares
    Change vs previous 13F -8,615 shares

    20.12% of the 13F portfolio, value $26,261,839.

    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 185,236 shares
    Change vs previous 13F -193 shares

    19.7% of the 13F portfolio, value $26,979,690.

    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 185,429 shares
    Change vs previous 13F -808 shares

    19.93% of the 13F portfolio, value $25,040,284.

    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 186,237 shares
    Change vs previous 13F -178 shares

    20.57% of the 13F portfolio, value $22,722,734.

    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 186,415 shares
    Change vs previous 13F -1,131 shares

    22.17% of the 13F portfolio, value $23,976,670.

    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 187,546 shares
    Change vs previous 13F not available

    21.04% of the 13F portfolio, value $23,559,518.

    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).