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LifePlan Investment Advisors, Inc.: BNDX position timeline

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

LifePlan Investment Advisors, Inc. held 45,913 BNDX 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 45,913 shares
    Change vs previous 13F +713 shares

    0.77% of the 13F portfolio, value $2,223,550.

    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 45,200 shares
    Change vs previous 13F +6,307 shares

    0.85% of the 13F portfolio, value $2,171,849.

    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 38,893 shares
    Change vs previous 13F +3,924 shares

    0.77% of the 13F portfolio, value $1,879,310.

    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 34,969 shares
    Change vs previous 13F +5,622 shares

    0.73% of the 13F portfolio, value $1,729,567.

    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 29,347 shares
    Change vs previous 13F +987 shares

    0.72% of the 13F portfolio, value $1,452,970.

    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).

  6. period ended2025-03-31
    13F 28,360 shares
    Change vs previous 13F +3,120 shares

    0.8% of the 13F portfolio, value $1,384,535.

    13F-HR 0001214659-25-007440 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).

  7. period ended2024-12-31
    13F 25,240 shares
    Change vs previous 13F +4,264 shares

    0.77% of the 13F portfolio, value $1,238,022.

    13F-HR 0001214659-25-002747 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).

  8. period ended2024-09-30
    13F 20,976 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,054,673.

    13F-HR 0001214659-25-001062 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).