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Life Planning Partners, Inc: SUB position timeline

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

Life Planning Partners, Inc held 50,465 SUB 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 50,465 shares
    Change vs previous 13F -4,117 shares

    3.99% of the 13F portfolio, value $5,373,044.

    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 54,582 shares
    Change vs previous 13F -42 shares

    4.44% of the 13F portfolio, value $5,812,940.

    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 54,624 shares
    Change vs previous 13F +1,476 shares

    4.46% of the 13F portfolio, value $5,828,345.

    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 53,148 shares
    Change vs previous 13F +1,664 shares

    4.14% of the 13F portfolio, value $5,675,100.

    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 51,484 shares
    Change vs previous 13F -4,349 shares

    4.36% of the 13F portfolio, value $5,474,765.

    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 55,833 shares
    Change vs previous 13F -811 shares

    5.34% of the 13F portfolio, value $5,895,922.

    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 56,644 shares
    Change vs previous 13F +3,014 shares

    5.53% of the 13F portfolio, value $5,974,766.

    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 53,630 shares
    Change vs previous 13F not available

    5.09% of the 13F portfolio, value $5,694,927.

    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).