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LifePlan Financial, LLC: EFX position timeline

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

LifePlan Financial, LLC held 1,963 EFX 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 1,963 shares
    Change vs previous 13F -353 shares

    0.22% of the 13F portfolio, value $311,567.

    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 2,316 shares
    Change vs previous 13F -143 shares

    0.31% of the 13F portfolio, value $417,042.

    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 2,459 shares
    Change vs previous 13F +1,467 shares

    0.41% of the 13F portfolio, value $533,554.

    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 992 shares
    Change vs previous 13F -135 shares

    0.2% of the 13F portfolio, value $254,478.

    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 1,127 shares
    Change vs previous 13F -27 shares

    0.24% of the 13F portfolio, value $292,310.

    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 1,154 shares
    Change vs previous 13F -190 shares

    0.25% of the 13F portfolio, value $281,068.

    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 1,344 shares
    Change vs previous 13F -1,017 shares

    0.3% of the 13F portfolio, value $342,518.

    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 2,361 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $693,803.

    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).