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Disclosery

LifePlan Financial, LLC: IBDT position timeline

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

LifePlan Financial, LLC held 114,917 IBDT 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 114,917 shares
    Change vs previous 13F +2,340 shares

    2.03% of the 13F portfolio, value $2,901,642.

    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 112,577 shares
    Change vs previous 13F +7,370 shares

    2.11% of the 13F portfolio, value $2,851,563.

    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 105,207 shares
    Change vs previous 13F +862 shares

    2.05% of the 13F portfolio, value $2,678,032.

    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 104,345 shares
    Change vs previous 13F +2,005 shares

    2.11% of the 13F portfolio, value $2,662,872.

    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 102,340 shares
    Change vs previous 13F -1,205 shares

    2.16% of the 13F portfolio, value $2,601,470.

    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 103,545 shares
    Change vs previous 13F +3,251 shares

    2.28% of the 13F portfolio, value $2,615,534.

    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 100,294 shares
    Change vs previous 13F +1,808 shares

    2.21% of the 13F portfolio, value $2,497,308.

    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 98,486 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $2,514,335.

    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).