Financial Life Planners historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Financial Life Planners opened 4 positions, added to 0, reduced 0 and sold out of 9.
- Q1 2026: Stock DUPONT DE NEMOURS INC COM; Country of operation United States; Class COM; Shares before 0.
- Q1 2026: Stock CARNIVAL CORP COMMON STOCK; Country of operation —; Class COM; Shares before 0.
- Q3 2025: Stock DUPONT DE NEMOURS INC; Country of operation United States; Class COM; Shares before 0.
- Q3 2025: Stock MONOGRAM TECHNOLOGIES INC; Country of operation United States; Class COM; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2053368), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-29); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
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