LifePlan Financial, LLC: JCI position timeline

LifePlan Financial, LLC held 0 JCI shares at 2026-03-31 per its 13F-HR filed 2026-04-14.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -2,810 shares

   13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

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

2. period ended2025-12-31

   13F 2,810 shares

   Change vs previous 13F -563 shares

   0.26% of the 13F portfolio, value $336,498.

   13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 3,373 shares

   Change vs previous 13F -128 shares

   0.29% of the 13F portfolio, value $370,861.

   13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 3,501 shares

   Change vs previous 13F -1,182 shares

   0.31% of the 13F portfolio, value $369,776.

   13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 4,683 shares

   Change vs previous 13F +452 shares

   0.33% of the 13F portfolio, value $375,155.

   13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 4,231 shares

   Change vs previous 13F +324 shares

   0.3% of the 13F portfolio, value $333,953.

   13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 3,907 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $303,222.

   13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).