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Disclosery

LifePlan Financial, LLC: XLE position timeline

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

LifePlan Financial, LLC held 46,713 XLE 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 46,713 shares
    Change vs previous 13F -1,157 shares

    1.74% of the 13F portfolio, value $2,480,938.

    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 47,870 shares
    Change vs previous 13F -1,539 shares

    2.17% of the 13F portfolio, value $2,932,528.

    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 49,409 shares
    Change vs previous 13F +23,878 shares

    1.69% of the 13F portfolio, value $2,209,085.

    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 25,531 shares
    Change vs previous 13F -740 shares

    1.81% of the 13F portfolio, value $2,280,957.

    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 26,271 shares
    Change vs previous 13F -629 shares

    1.85% of the 13F portfolio, value $2,228,060.

    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 26,900 shares
    Change vs previous 13F -1,376 shares

    2.19% of the 13F portfolio, value $2,513,824.

    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 28,276 shares
    Change vs previous 13F -1,698 shares

    2.14% of the 13F portfolio, value $2,422,139.

    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 29,974 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,631,735.

    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).