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Life Planning Partners, Inc: MUB position timeline

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

Life Planning Partners, Inc held 41,843 MUB 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 41,843 shares
    Change vs previous 13F -336 shares

    3.35% of the 13F portfolio, value $4,503,094.

    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 42,179 shares
    Change vs previous 13F +2,100 shares

    3.42% of the 13F portfolio, value $4,477,298.

    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 40,079 shares
    Change vs previous 13F +109 shares

    3.29% of the 13F portfolio, value $4,292,858.

    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 39,970 shares
    Change vs previous 13F +1 shares

    3.11% of the 13F portfolio, value $4,256,403.

    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 39,969 shares
    Change vs previous 13F +1,296 shares

    3.32% of the 13F portfolio, value $4,175,986.

    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 38,673 shares
    Change vs previous 13F +4,164 shares

    3.69% of the 13F portfolio, value $4,077,725.

    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 34,509 shares
    Change vs previous 13F -932 shares

    3.4% of the 13F portfolio, value $3,676,931.

    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 35,441 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $3,849,953.

    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).