Life Planning Partners, Inc historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Life Planning Partners, Inc opened 77 positions, added to 164, reduced 184 and sold out of 164.
- Q2 2026: Stock CLIP; Country of operation —; Class 1-3 MONTH T-BILL; Shares before 35,548.
- Q2 2026: Stock SPDW; Country of operation —; Class STATE STREET SPD; Shares before 67,750.
- Q2 2026: Stock DFUS; Country of operation —; Class US EQUITY MARKET; Shares before 33,693.
- Q2 2026: Stock SPEM; Country of operation —; Class STATE STREET SPD; Shares before 11,466.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1910934), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-22); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-29); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-24); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-21); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-29); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). 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 2021-12-31.
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