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Disclosery

LifePlan Financial, LLC: C position timeline

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

LifePlan Financial, LLC held 6,692 C 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 6,692 shares
    Change vs previous 13F -1,023 shares

    0.66% of the 13F portfolio, value $936,612.

    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 7,715 shares
    Change vs previous 13F -2,668 shares

    0.65% of the 13F portfolio, value $874,958.

    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 10,383 shares
    Change vs previous 13F -1,156 shares

    0.93% of the 13F portfolio, value $1,211,592.

    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 11,539 shares
    Change vs previous 13F -763 shares

    0.93% of the 13F portfolio, value $1,171,209.

    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 12,302 shares
    Change vs previous 13F -1,569 shares

    0.87% of the 13F portfolio, value $1,047,146.

    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 13,871 shares
    Change vs previous 13F -189 shares

    0.86% of the 13F portfolio, value $984,702.

    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 14,060 shares
    Change vs previous 13F -973 shares

    0.87% of the 13F portfolio, value $989,683.

    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 15,033 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $941,066.

    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).