Skip to content
Disclosery

LifePlan Financial Group, Inc: USRT position timeline

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

LifePlan Financial Group, Inc held 16,213 USRT 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 16,213 shares
    Change vs previous 13F -1,045 shares

    0.31% of the 13F portfolio, value $709,000.

    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 17,258 shares
    Change vs previous 13F +756 shares

    0.34% of the 13F portfolio, value $750,000.

    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 16,502 shares
    Change vs previous 13F +113 shares

    0.35% of the 13F portfolio, value $646,000.

    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 16,389 shares
    Change vs previous 13F +1,547 shares

    0.4% of the 13F portfolio, value $895,000.

    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 14,842 shares
    Change vs previous 13F +5,639 shares

    0.39% of the 13F portfolio, value $824,000.

    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 9,203 shares
    Change vs previous 13F +6,925 shares

    0.23% of the 13F portfolio, value $479,000.

    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 2,278 shares
    Change vs previous 13F +2,132 shares

    0.06% of the 13F portfolio, value $118,000.

    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 146 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,000.

    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).