LifePlan Financial, LLC: AOM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on AOM, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 35,023 AOM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 35,023 sharesChange vs previous 13F -2,278 shares
1.22% of the 13F portfolio, value $1,747,283.
13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 37,301 sharesChange vs previous 13F +5,302 shares
1.31% of the 13F portfolio, value $1,766,951.
13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,999 sharesChange vs previous 13F -792 shares
1.17% of the 13F portfolio, value $1,527,315.
13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 32,791 sharesChange vs previous 13F -4,852 shares
1.24% of the 13F portfolio, value $1,560,199.
13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 37,643 sharesChange vs previous 13F -337 shares
1.44% of the 13F portfolio, value $1,733,102.
13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 37,980 sharesChange vs previous 13F -9,591 shares
1.45% of the 13F portfolio, value $1,666,579.
13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,571 sharesChange vs previous 13F +10,736 shares
1.83% of the 13F portfolio, value $2,066,501.
13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 36,835 sharesChange vs previous 13F not available
1.43% of the 13F portfolio, value $1,661,644.
13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).