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Disclosery

LifePlan Financial, LLC: VZ position timeline

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

LifePlan Financial, LLC held 27,280 VZ 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 27,280 shares
    Change vs previous 13F -8,758 shares

    0.81% of the 13F portfolio, value $1,155,035.

    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 36,038 shares
    Change vs previous 13F +3,259 shares

    1.34% of the 13F portfolio, value $1,809,083.

    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 32,779 shares
    Change vs previous 13F +1,349 shares

    1.02% of the 13F portfolio, value $1,335,068.

    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 31,430 shares
    Change vs previous 13F +6,018 shares

    1.09% of the 13F portfolio, value $1,381,327.

    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 25,412 shares
    Change vs previous 13F +668 shares

    0.91% of the 13F portfolio, value $1,099,556.

    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 24,744 shares
    Change vs previous 13F +1,078 shares

    0.98% of the 13F portfolio, value $1,122,365.

    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 23,666 shares
    Change vs previous 13F +894 shares

    0.84% of the 13F portfolio, value $946,383.

    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 22,772 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,022,668.

    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).