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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

  1. period ended2026-06-30
    13F 78,244 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 76,619 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 71,843 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 71,225 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 69,920 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 70,888 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 68,765 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 66,940 shares
    Change 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), ingested

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