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Life Planning Partners, Inc: PH position timeline

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

Life Planning Partners, Inc held 1,072 PH 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 1,072 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,048,545.

    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 1,072 shares
    Change vs previous 13F -254 shares

    0.73% of the 13F portfolio, value $959,697.

    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 1,326 shares
    Change vs previous 13F -261 shares

    0.89% of the 13F portfolio, value $1,165,501.

    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 1,587 shares
    Change vs previous 13F -178 shares

    0.88% of the 13F portfolio, value $1,203,184.

    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 1,765 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,232,800.

    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).