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Disclosery

Partners in Financial Planning: IWP position timeline

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

Partners in Financial Planning held 3,205 IWP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,205 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $469,275.

    13F-HR 0002054264-26-000004 filed by Partners in Financial Planning
    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 3,205 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $410,563.

    13F-HR 0002054264-26-000002 filed by Partners in Financial Planning
    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 3,204 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $438,793.

    13F-HR 0002054264-26-000001 filed by Partners in Financial Planning
    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 3,404 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $484,704.

    13F-HR 0002054264-25-000023 filed by Partners in Financial Planning
    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 3,403 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $471,996.

    13F-HR 0002054264-25-000021 filed by Partners in Financial Planning
    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 3,403 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $399,864.

    13F-HR 0002054264-25-000011 filed by Partners in Financial Planning
    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 3,403 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $431,367.

    13F-HR 0002054264-25-000002 filed by Partners in Financial Planning
    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 3,403 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $399,172.

    13F-HR 0002054264-25-000003 filed by Partners in Financial Planning
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).