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Disclosery

LifePlan Financial Group, Inc: XLE position timeline

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

LifePlan Financial Group, Inc held 1,754 XLE 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 1,754 shares
    Change vs previous 13F -1,142 shares

    0.02% of the 13F portfolio, value $53,000.

    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 2,896 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $110,000.

    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 2,896 shares
    Change vs previous 13F +1,005 shares

    0.05% of the 13F portfolio, value $84,000.

    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 1,891 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $114,000.

    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 1,891 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $112,000.

    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 1,891 shares
    Change vs previous 13F -742 shares

    0.06% of the 13F portfolio, value $120,000.

    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 2,633 shares
    Change vs previous 13F -2,721 shares

    0.09% of the 13F portfolio, value $174,000.

    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 5,354 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $307,000.

    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).