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Disclosery

LifePlan Financial, LLC: PEP position timeline

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

LifePlan Financial, LLC held 3,532 PEP 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 3,532 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $478,233.

    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 ยง4.2).