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Disclosery

LifePlan Financial, LLC: TER position timeline

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

LifePlan Financial, LLC held 4,509 TER 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 4,509 shares
    Change vs previous 13F -180 shares

    1.53% of the 13F portfolio, value $2,181,635.

    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).

  2. period ended2026-03-31
    13F 4,689 shares
    Change vs previous 13F -545 shares

    1.03% of the 13F portfolio, value $1,390,101.

    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).

  3. period ended2025-12-31
    13F 5,234 shares
    Change vs previous 13F -3,125 shares

    0.78% of the 13F portfolio, value $1,013,093.

    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).

  4. period ended2025-09-30
    13F 8,359 shares
    Change vs previous 13F +4,894 shares

    0.91% of the 13F portfolio, value $1,150,533.

    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).

  5. period ended2025-06-30
    13F 3,465 shares
    Change vs previous 13F -3,163 shares

    0.26% of the 13F portfolio, value $311,573.

    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).

  6. period ended2025-03-31
    13F 6,628 shares
    Change vs previous 13F -576 shares

    0.48% of the 13F portfolio, value $547,473.

    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).

  7. period ended2024-12-31
    13F 7,204 shares
    Change vs previous 13F +32 shares

    0.8% of the 13F portfolio, value $907,128.

    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).

  8. period ended2024-09-30
    13F 7,172 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $960,546.

    13F-HR 0001841816-24-000007 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).