LifePlan Financial, LLC: VO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Financial, LLC on VO, newest first. How the timeline and the estimate are built.
LifePlan Financial, LLC held 13,080 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 13,080 sharesChange vs previous 13F +9,799 shares
0.74% of the 13F portfolio, value $1,053,856.
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 3,281 sharesChange vs previous 13F -109 shares
0.7% of the 13F portfolio, value $942,238.
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 3,390 sharesChange vs previous 13F -92 shares
0.75% of the 13F portfolio, value $983,846.
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 3,482 sharesChange vs previous 13F -209 shares
0.81% of the 13F portfolio, value $1,022,803.
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 3,691 sharesChange vs previous 13F -42 shares
0.86% of the 13F portfolio, value $1,032,853.
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 3,733 sharesChange vs previous 13F +170 shares
0.84% of the 13F portfolio, value $965,428.
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 3,563 sharesChange vs previous 13F -304 shares
0.83% of the 13F portfolio, value $941,095.
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 3,867 sharesChange vs previous 13F not available
0.88% of the 13F portfolio, value $1,020,231.
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).