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Disclosery

LifePlan Financial, LLC: IJR position timeline

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

LifePlan Financial, LLC held 1,540 IJR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,540 shares
    Change vs previous 13F -155 shares

    0.15% of the 13F portfolio, value $211,457.

    13F-HR 0001739485-26-000006 filed by LifePlan Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,695 shares
    Change vs previous 13F -71 shares

    0.18% of the 13F portfolio, value $251,385.

    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).

  3. period ended2026-03-31
    13F 1,766 shares
    Change vs previous 13F -107 shares

    0.16% of the 13F portfolio, value $219,531.

    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).

  4. period ended2025-12-31
    13F 1,873 shares
    Change vs previous 13F -59 shares

    0.17% of the 13F portfolio, value $225,097.

    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).

  5. period ended2025-09-30
    13F 1,932 shares
    Change vs previous 13F -16 shares

    0.18% of the 13F portfolio, value $229,580.

    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).

  6. period ended2025-06-30
    13F 1,948 shares
    Change vs previous 13F +1,948 shares

    0.18% of the 13F portfolio, value $212,897.

    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).

  7. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,963 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-12-31
    13F 1,963 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $226,177.

    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).