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Disclosery

LifePlan Financial Group, Inc: IWD position timeline

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

LifePlan Financial Group, Inc held 35,356 IWD 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 35,356 shares
    Change vs previous 13F -1,279 shares

    1.8% of the 13F portfolio, value $4,177,000.

    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 36,635 shares
    Change vs previous 13F +20 shares

    1.88% of the 13F portfolio, value $4,126,000.

    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 36,615 shares
    Change vs previous 13F -546 shares

    1.97% of the 13F portfolio, value $3,631,000.

    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 37,161 shares
    Change vs previous 13F -988 shares

    2.26% of the 13F portfolio, value $5,072,000.

    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 38,149 shares
    Change vs previous 13F -1,250 shares

    2.3% of the 13F portfolio, value $4,893,000.

    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 39,399 shares
    Change vs previous 13F -230 shares

    2.42% of the 13F portfolio, value $5,012,000.

    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 39,629 shares
    Change vs previous 13F -1,096 shares

    2.61% of the 13F portfolio, value $4,894,000.

    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 40,725 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $4,522,000.

    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).