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Disclosery

LifePlan Financial, LLC: BWA position timeline

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

LifePlan Financial, LLC held 5,399 BWA 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 5,399 shares
    Change vs previous 13F -907 shares

    0.25% of the 13F portfolio, value $358,460.

    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 6,306 shares
    Change vs previous 13F -874 shares

    0.25% of the 13F portfolio, value $342,136.

    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 7,180 shares
    Change vs previous 13F -5,458 shares

    0.25% of the 13F portfolio, value $323,508.

    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 12,638 shares
    Change vs previous 13F -11,414 shares

    0.44% of the 13F portfolio, value $555,545.

    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 24,052 shares
    Change vs previous 13F -10,616 shares

    0.67% of the 13F portfolio, value $805,244.

    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 34,668 shares
    Change vs previous 13F -7,895 shares

    0.87% of the 13F portfolio, value $993,224.

    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 42,563 shares
    Change vs previous 13F +145 shares

    1.2% of the 13F portfolio, value $1,353,073.

    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 42,418 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,539,343.

    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).