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Disclosery

LifePlan Financial, LLC: SCHX position timeline

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

LifePlan Financial, LLC held 28,550 SCHX 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 28,550 shares
    Change vs previous 13F +1,075 shares

    0.62% of the 13F portfolio, value $869,919.

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

  2. period ended2026-06-30
    13F 27,475 shares
    Change vs previous 13F -1,076 shares

    0.57% of the 13F portfolio, value $808,589.

    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 28,551 shares
    Change vs previous 13F -1,743 shares

    0.54% of the 13F portfolio, value $732,048.

    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 30,294 shares
    Change vs previous 13F -1,206 shares

    0.63% of the 13F portfolio, value $815,212.

    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 31,500 shares
    Change vs previous 13F -2,336 shares

    0.66% of the 13F portfolio, value $829,710.

    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 33,836 shares
    Change vs previous 13F -127 shares

    0.69% of the 13F portfolio, value $826,952.

    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 33,963 shares
    Change vs previous 13F +1,532 shares

    0.65% of the 13F portfolio, value $749,903.

    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).

  8. period ended2024-12-31
    13F 32,431 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $751,751.

    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).