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Disclosery

LifePlan Financial, LLC: IBDR position timeline

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

LifePlan Financial, LLC held 26,839 IBDR 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 26,839 shares
    Change vs previous 13F -28,082 shares

    0.46% of the 13F portfolio, value $650,303.

    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 54,921 shares
    Change vs previous 13F -28,333 shares

    0.98% of the 13F portfolio, value $1,331,285.

    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 83,254 shares
    Change vs previous 13F -25,311 shares

    1.55% of the 13F portfolio, value $2,017,244.

    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 108,565 shares
    Change vs previous 13F +2,112 shares

    2.09% of the 13F portfolio, value $2,638,130.

    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 106,453 shares
    Change vs previous 13F -1,170 shares

    2.14% of the 13F portfolio, value $2,581,485.

    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 107,623 shares
    Change vs previous 13F +3,780 shares

    2.27% of the 13F portfolio, value $2,605,553.

    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 103,843 shares
    Change vs previous 13F +1,673 shares

    2.21% of the 13F portfolio, value $2,499,501.

    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 102,170 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,482,731.

    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).