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Disclosery

LifePlan Financial, LLC: VMBS position timeline

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

LifePlan Financial, LLC held 49,480 VMBS 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 49,480 shares
    Change vs previous 13F +676 shares

    1.62% of the 13F portfolio, value $2,316,159.

    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 48,804 shares
    Change vs previous 13F +2,646 shares

    1.69% of the 13F portfolio, value $2,291,348.

    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 46,158 shares
    Change vs previous 13F +674 shares

    1.67% of the 13F portfolio, value $2,173,119.

    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 45,484 shares
    Change vs previous 13F +913 shares

    1.69% of the 13F portfolio, value $2,135,929.

    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 44,571 shares
    Change vs previous 13F -664 shares

    1.71% of the 13F portfolio, value $2,065,420.

    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 45,235 shares
    Change vs previous 13F +1,444 shares

    1.83% of the 13F portfolio, value $2,094,833.

    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 43,791 shares
    Change vs previous 13F +425 shares

    1.75% of the 13F portfolio, value $1,985,484.

    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 43,366 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,047,309.

    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).