LifePlan Financial, LLC: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on CL, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 8,995 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 8,995 sharesChange vs previous 13F -684 shares
0.58% of the 13F portfolio, value $824,662.
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 9,679 sharesChange vs previous 13F +4,652 shares
0.61% of the 13F portfolio, value $824,941.
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 5,027 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $397,234.
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).