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Disclosery

Life Planning Partners, Inc: IUSB position timeline

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

Life Planning Partners, Inc held 71,639 IUSB 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 71,639 shares
    Change vs previous 13F -9,759 shares

    2.46% of the 13F portfolio, value $3,306,122.

    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 81,398 shares
    Change vs previous 13F -191 shares

    2.87% of the 13F portfolio, value $3,759,778.

    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 81,589 shares
    Change vs previous 13F -1,192 shares

    2.91% of the 13F portfolio, value $3,797,182.

    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 82,781 shares
    Change vs previous 13F -3,679 shares

    2.82% of the 13F portfolio, value $3,866,677.

    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 86,460 shares
    Change vs previous 13F -6,372 shares

    3.18% of the 13F portfolio, value $3,997,039.

    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 92,832 shares
    Change vs previous 13F -4,091 shares

    3.87% of the 13F portfolio, value $4,277,687.

    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 96,923 shares
    Change vs previous 13F -1,460 shares

    4.05% of the 13F portfolio, value $4,380,903.

    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 98,383 shares
    Change vs previous 13F not available

    4.14% of the 13F portfolio, value $4,635,789.

    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).