LifePlan Financial, LLC: VGIT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on VGIT, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 78,244 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 78,244 sharesChange vs previous 13F +1,625 shares
3.23% of the 13F portfolio, value $4,614,831.
13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 76,619 sharesChange vs previous 13F +4,776 shares
3.37% of the 13F portfolio, value $4,562,661.
13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,843 sharesChange vs previous 13F +618 shares
3.3% of the 13F portfolio, value $4,305,551.
13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,225 sharesChange vs previous 13F +1,305 shares
3.39% of the 13F portfolio, value $4,275,637.
13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,920 sharesChange vs previous 13F -968 shares
3.47% of the 13F portfolio, value $4,181,915.
13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 70,888 sharesChange vs previous 13F +2,123 shares
3.67% of the 13F portfolio, value $4,210,747.
13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 68,765 sharesChange vs previous 13F +1,825 shares
3.52% of the 13F portfolio, value $3,988,370.
13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 66,940 sharesChange vs previous 13F not available
3.47% of the 13F portfolio, value $4,044,515.
13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).