LifePlan Financial, LLC: SPYG position timeline

LifePlan Financial, LLC held 90,592 SPYG 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 90,592 shares

   Change vs previous 13F -2,738 shares

   7.55% of the 13F portfolio, value $10,779,542.

   13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 93,330 shares

   Change vs previous 13F +4,134 shares

   6.75% of the 13F portfolio, value $9,137,940.

   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).

3. period ended2025-12-31

   13F 89,196 shares

   Change vs previous 13F -1,487 shares

   7.3% of the 13F portfolio, value $9,517,213.

   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).

4. period ended2025-09-30

   13F 90,683 shares

   Change vs previous 13F -3,035 shares

   7.51% of the 13F portfolio, value $9,477,280.

   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).

5. period ended2025-06-30

   13F 93,718 shares

   Change vs previous 13F -1,281 shares

   7.4% of the 13F portfolio, value $8,933,200.

   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).

6. period ended2025-03-31

   13F 94,999 shares

   Change vs previous 13F -1,038 shares

   6.66% of the 13F portfolio, value $7,635,070.

   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).

7. period ended2024-12-31

   13F 96,037 shares

   Change vs previous 13F -5,115 shares

   7.46% of the 13F portfolio, value $8,441,652.

   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).

8. period ended2024-09-30

   13F 101,152 shares

   Change vs previous 13F not available

   7.2% of the 13F portfolio, value $8,389,547.

   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).