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Disclosery

LifePlan Financial, LLC: IBDS position timeline

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

LifePlan Financial, LLC held 120,053 IBDS 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 120,053 shares
    Change vs previous 13F +2,929 shares

    2.04% of the 13F portfolio, value $2,907,684.

    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 117,124 shares
    Change vs previous 13F +7,205 shares

    2.1% of the 13F portfolio, value $2,839,086.

    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 109,919 shares
    Change vs previous 13F +1,064 shares

    2.05% of the 13F portfolio, value $2,668,833.

    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 108,855 shares
    Change vs previous 13F +2,127 shares

    2.1% of the 13F portfolio, value $2,649,531.

    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 106,728 shares
    Change vs previous 13F -1,133 shares

    2.15% of the 13F portfolio, value $2,590,289.

    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 107,861 shares
    Change vs previous 13F +3,380 shares

    2.27% of the 13F portfolio, value $2,608,079.

    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 104,481 shares
    Change vs previous 13F +1,757 shares

    2.21% of the 13F portfolio, value $2,503,365.

    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 102,724 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,503,384.

    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).