Life Planning Partners, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$112M
Signature - Title
Brett Lozowski - Chief Compliance Officer
Location
Jacksonville, FL
Summary
This page shows a list of all the recent 13F filings made by Life Planning Partners, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Life Planning Partners, Inc reported 60 stock holdings with total value $112M as of Q3 2024. Top holdings included ITOT, IEFA, VTI, SUB, and VEA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 60 $112M +$2.94M -$7.73M -$4.79M ITOT, IEFA, VTI, SUB, VEA 13F-HR 10/29/2024, 01:26 PM
Q2 2024 62 $110M +$12.7M -$3.29M +$9.39M ITOT, IEFA, VTI, SUB, VEA 13F-HR 7/30/2024, 05:34 PM
Q1 2024 61 $100M +$4.79M -$9.92M -$5.13M ITOT, IEFA, VTI, SUB, IUSB 13F-HR 5/1/2024, 07:09 PM
Q4 2023 263 $102M $0 $0 ITOT, IEFA, SUB, VTI, IUSB 13F-HR 1/19/2024, 12:02 PM
Q3 2022 186 $87.3M +$6.14M -$1.33M +$4.81M ITOT, SUB, IEFA, VTI, IUSB 13F-HR 10/13/2022, 04:16 PM
Q2 2022 194 $88.9M +$3.8M -$1.05M +$2.76M ITOT, IEFA, SUB, IUSB, VTEB 13F-HR 7/20/2022, 12:35 PM
Q1 2022 189 $98M +$5.27M -$809K +$4.46M ITOT, IEFA, SUB, IUSB, VTEB 13F-HR 4/25/2022, 12:33 PM
Q4 2021 179 $99.1M $0 $0 ITOT, IEFA, IUSB, SUB, VTEB 13F-HR 2/11/2022, 03:19 PM