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LifePlan Investment Advisors, Inc.: BAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Investment Advisors, Inc. on BAI, newest first. How the timeline and the estimate are built.

LifePlan Investment Advisors, Inc. held 42,949 BAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,949 shares
    Change vs previous 13F -12,131 shares

    0.78% of the 13F portfolio, value $2,264,271.

    13F-HR 0001214659-26-009887 filed by LifePlan Investment Advisors, Inc.
    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 55,080 shares
    Change vs previous 13F +6,869 shares

    0.71% of the 13F portfolio, value $1,814,886.

    13F-HR 0001214659-26-006150 filed by LifePlan Investment Advisors, Inc.
    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 48,211 shares
    Change vs previous 13F +1,186 shares

    0.65% of the 13F portfolio, value $1,605,426.

    13F-HR 0001214659-26-001314 filed by LifePlan Investment Advisors, Inc.
    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 47,025 shares
    Change vs previous 13F +33,978 shares

    0.67% of the 13F portfolio, value $1,606,374.

    13F-HR 0001214659-25-016403 filed by LifePlan Investment Advisors, Inc.
    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 13,047 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $376,406.

    13F-HR 0001214659-25-012141 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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