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LifePlan Financial Group, Inc: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial Group, Inc on EFG, newest first. How the timeline and the estimate are built.

LifePlan Financial Group, Inc held 64,908 EFG shares at 2020-09-30 per its 13F-HR filed 2020-10-30.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 64,908 shares
    Change vs previous 13F +429 shares

    2.51% of the 13F portfolio, value $5,834,000.

    13F-HR 0001580642-20-003932 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 64,479 shares
    Change vs previous 13F +59,558 shares

    2.44% of the 13F portfolio, value $5,359,000.

    13F-HR 0001580642-20-002777 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 4,921 shares
    Change vs previous 13F +388 shares

    0.19% of the 13F portfolio, value $350,000.

    13F-HR 0001580642-20-001515 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-12-31
    13F 4,533 shares
    Change vs previous 13F -126 shares

    0.17% of the 13F portfolio, value $392,000.

    13F-HR 0001580642-20-000152 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 4,659 shares
    Change vs previous 13F -123 shares

    0.18% of the 13F portfolio, value $375,000.

    13F-HR 0001580642-19-004712 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 4,782 shares
    Change vs previous 13F -48 shares

    0.19% of the 13F portfolio, value $386,000.

    13F-HR 0001580642-19-003212 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 4,830 shares
    Change vs previous 13F +32 shares

    0.2% of the 13F portfolio, value $374,000.

    13F-HR 0001580642-19-001793 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F/A 4,798 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $331,000.

    13F-HR/A 0001580642-19-000161 filed by LifePlan Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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