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Life Planning Partners, Inc: VTI position timeline

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

Life Planning Partners, Inc held 23,054 VTI 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 23,054 shares
    Change vs previous 13F -551 shares

    6.34% of the 13F portfolio, value $8,530,912.

    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 23,605 shares
    Change vs previous 13F -155 shares

    5.78% of the 13F portfolio, value $7,572,663.

    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 23,760 shares
    Change vs previous 13F -4,437 shares

    6.1% of the 13F portfolio, value $7,965,801.

    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 28,197 shares
    Change vs previous 13F -169 shares

    6.76% of the 13F portfolio, value $9,253,398.

    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 28,366 shares
    Change vs previous 13F +407 shares

    6.86% of the 13F portfolio, value $8,621,370.

    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 27,959 shares
    Change vs previous 13F +979 shares

    6.96% of the 13F portfolio, value $7,684,334.

    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 26,980 shares
    Change vs previous 13F -887 shares

    7.23% of the 13F portfolio, value $7,819,168.

    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 27,867 shares
    Change vs previous 13F not available

    7.05% of the 13F portfolio, value $7,890,958.

    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).