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Disclosery

LifePlan Financial, LLC: CRM position timeline

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

LifePlan Financial, LLC held 6,889 CRM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,889 shares
    Change vs previous 13F -2,700 shares

    1.11% of the 13F portfolio, value $1,569,398.

    13F-HR 0001739485-26-000006 filed by LifePlan Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,589 shares
    Change vs previous 13F -2,385 shares

    1.05% of the 13F portfolio, value $1,502,271.

    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).

  3. period ended2026-03-31
    13F 11,974 shares
    Change vs previous 13F +2,090 shares

    1.65% of the 13F portfolio, value $2,235,162.

    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).

  4. period ended2025-12-31
    13F 9,884 shares
    Change vs previous 13F +718 shares

    2.01% of the 13F portfolio, value $2,618,336.

    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).

  5. period ended2025-09-30
    13F 9,166 shares
    Change vs previous 13F +406 shares

    1.72% of the 13F portfolio, value $2,172,311.

    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).

  6. period ended2025-06-30
    13F 8,760 shares
    Change vs previous 13F +466 shares

    1.98% of the 13F portfolio, value $2,388,729.

    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).

  7. period ended2025-03-31
    13F 8,294 shares
    Change vs previous 13F +9 shares

    1.94% of the 13F portfolio, value $2,225,743.

    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).

  8. period ended2024-12-31
    13F 8,285 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,769,881.

    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).