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Disclosery

Life Planning Partners, Inc: SPDW position timeline

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

Life Planning Partners, Inc held 67,750 SPDW 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 67,750 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $3,413,922.

    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 67,750 shares
    Change vs previous 13F -460 shares

    2.36% of the 13F portfolio, value $3,092,787.

    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 68,210 shares
    Change vs previous 13F -18,226 shares

    2.32% of the 13F portfolio, value $3,029,208.

    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 86,436 shares
    Change vs previous 13F -625 shares

    2.7% of the 13F portfolio, value $3,698,596.

    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 87,061 shares
    Change vs previous 13F 0 shares

    2.81% of the 13F portfolio, value $3,525,100.

    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 87,061 shares
    Change vs previous 13F 0 shares

    2.87% of the 13F portfolio, value $3,169,891.

    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 87,061 shares
    Change vs previous 13F 0 shares

    2.75% of the 13F portfolio, value $2,971,392.

    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 87,061 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $3,270,011.

    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).