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Disclosery

LifePlan Financial, LLC: AMT position timeline

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

LifePlan Financial, LLC held 6,711 AMT 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 6,711 shares
    Change vs previous 13F +515 shares

    0.77% of the 13F portfolio, value $1,097,718.

    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 6,196 shares
    Change vs previous 13F +781 shares

    0.79% of the 13F portfolio, value $1,069,306.

    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 5,415 shares
    Change vs previous 13F +1,403 shares

    0.73% of the 13F portfolio, value $950,712.

    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 4,012 shares
    Change vs previous 13F +1,571 shares

    0.61% of the 13F portfolio, value $771,588.

    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 2,441 shares
    Change vs previous 13F +1,230 shares

    0.45% of the 13F portfolio, value $539,510.

    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 1,211 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $263,514.

    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).