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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

  1. period ended2026-06-30
    13F 35,023 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 37,301 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 31,999 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 32,791 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 37,643 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 37,980 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 47,571 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 36,835 shares
    Change 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), ingested

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