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Life Planning Partners, Inc: SLQD position timeline

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

Life Planning Partners, Inc held 50,869 SLQD 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 50,869 shares
    Change vs previous 13F +1,019 shares

    1.9% of the 13F portfolio, value $2,562,270.

    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 49,850 shares
    Change vs previous 13F +2,553 shares

    1.92% of the 13F portfolio, value $2,516,902.

    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 47,297 shares
    Change vs previous 13F +11,310 shares

    1.84% of the 13F portfolio, value $2,397,990.

    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 35,987 shares
    Change vs previous 13F +4,750 shares

    1.34% of the 13F portfolio, value $1,829,213.

    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 31,237 shares
    Change vs previous 13F +2,853 shares

    1.26% of the 13F portfolio, value $1,580,291.

    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 28,384 shares
    Change vs previous 13F -758 shares

    1.29% of the 13F portfolio, value $1,427,141.

    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 29,142 shares
    Change vs previous 13F -269 shares

    1.34% of the 13F portfolio, value $1,449,518.

    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 29,411 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,483,200.

    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).