Skip to content

LifePlan Financial Group, Inc: IVV position timeline

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

LifePlan Financial Group, Inc held 24,262 IVV 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 24,262 shares
    Change vs previous 13F +231 shares

    3.51% of the 13F portfolio, value $8,153,000.

    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 24,031 shares
    Change vs previous 13F +2,492 shares

    3.39% of the 13F portfolio, value $7,442,000.

    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 21,539 shares
    Change vs previous 13F +1,550 shares

    3.01% of the 13F portfolio, value $5,566,000.

    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 19,989 shares
    Change vs previous 13F +429 shares

    2.87% of the 13F portfolio, value $6,461,000.

    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 19,560 shares
    Change vs previous 13F -262 shares

    2.75% of the 13F portfolio, value $5,839,000.

    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 19,822 shares
    Change vs previous 13F +5,891 shares

    2.82% of the 13F portfolio, value $5,843,000.

    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 13,931 shares
    Change vs previous 13F +10,927 shares

    2.11% of the 13F portfolio, value $3,964,000.

    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 3,004 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $756,000.

    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).