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Disclosery

LifePlan Financial, LLC: ADSK position timeline

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

LifePlan Financial, LLC held 5,397 ADSK shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,397 shares
    Change vs previous 13F +31 shares

    0.73% of the 13F portfolio, value $1,049,285.

    13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,366 shares
    Change vs previous 13F +1,796 shares

    0.95% of the 13F portfolio, value $1,284,620.

    13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,570 shares
    Change vs previous 13F -242 shares

    0.81% of the 13F portfolio, value $1,056,756.

    13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,812 shares
    Change vs previous 13F +196 shares

    0.96% of the 13F portfolio, value $1,210,958.

    13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,616 shares
    Change vs previous 13F -363 shares

    0.93% of the 13F portfolio, value $1,119,405.

    13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,979 shares
    Change vs previous 13F +402 shares

    0.91% of the 13F portfolio, value $1,041,702.

    13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,577 shares
    Change vs previous 13F -41 shares

    0.93% of the 13F portfolio, value $1,057,254.

    13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,618 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $996,687.

    13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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