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Disclosery

LifePlan Financial, LLC: IBDV position timeline

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

LifePlan Financial, LLC held 132,284 IBDV 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 132,284 shares
    Change vs previous 13F +2,669 shares

    2.02% of the 13F portfolio, value $2,883,791.

    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 129,615 shares
    Change vs previous 13F +7,253 shares

    2.1% of the 13F portfolio, value $2,837,272.

    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 122,362 shares
    Change vs previous 13F +2,900 shares

    2.07% of the 13F portfolio, value $2,700,529.

    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 119,462 shares
    Change vs previous 13F +33,332 shares

    2.1% of the 13F portfolio, value $2,646,083.

    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 86,130 shares
    Change vs previous 13F +24,053 shares

    1.57% of the 13F portfolio, value $1,893,137.

    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 62,077 shares
    Change vs previous 13F +22,363 shares

    1.18% of the 13F portfolio, value $1,348,312.

    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 39,714 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $848,291.

    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).