LifePlan Financial, LLC: XLP position timeline

LifePlan Financial, LLC held 112,886 XLP 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 112,886 shares

   Change vs previous 13F +3,039 shares

   6.57% of the 13F portfolio, value $9,377,440.

   13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 109,847 shares

   Change vs previous 13F +6,696 shares

   6.65% of the 13F portfolio, value $9,005,257.

   13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 103,151 shares

   Change vs previous 13F +3,812 shares

   6.15% of the 13F portfolio, value $8,012,770.

   13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
   Filed 2026-01-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 99,339 shares

   Change vs previous 13F +2,511 shares

   6.17% of the 13F portfolio, value $7,785,197.

   13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 96,828 shares

   Change vs previous 13F -1,059 shares

   6.5% of the 13F portfolio, value $7,840,163.

   13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 97,887 shares

   Change vs previous 13F +2,806 shares

   6.97% of the 13F portfolio, value $7,994,431.

   13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 95,081 shares

   Change vs previous 13F +379 shares

   6.6% of the 13F portfolio, value $7,474,317.

   13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 94,702 shares

   Change vs previous 13F not available

   6.75% of the 13F portfolio, value $7,860,266.

   13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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