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Life Planning Partners, Inc: IXUS position timeline

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

Life Planning Partners, Inc held 11,061 IXUS 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 11,061 shares
    Change vs previous 13F -608 shares

    0.78% of the 13F portfolio, value $1,055,701.

    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 11,669 shares
    Change vs previous 13F -30 shares

    0.77% of the 13F portfolio, value $1,010,978.

    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 11,699 shares
    Change vs previous 13F -4,052 shares

    0.76% of the 13F portfolio, value $990,176.

    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 15,751 shares
    Change vs previous 13F -934 shares

    0.95% of the 13F portfolio, value $1,300,742.

    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 16,685 shares
    Change vs previous 13F +4,138 shares

    1.03% of the 13F portfolio, value $1,289,940.

    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 12,547 shares
    Change vs previous 13F +1,518 shares

    0.79% of the 13F portfolio, value $875,928.

    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 11,029 shares
    Change vs previous 13F +140 shares

    0.67% of the 13F portfolio, value $729,462.

    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 10,889 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $790,881.

    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).