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LifePlan Investment Advisors, Inc.: EAGG position timeline

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

LifePlan Investment Advisors, Inc. held 23,199 EAGG 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 23,199 shares
    Change vs previous 13F +442 shares

    0.38% of the 13F portfolio, value $1,099,868.

    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 22,757 shares
    Change vs previous 13F +2,506 shares

    0.43% of the 13F portfolio, value $1,082,080.

    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 20,251 shares
    Change vs previous 13F +129 shares

    0.39% of the 13F portfolio, value $969,019.

    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 20,122 shares
    Change vs previous 13F -131 shares

    0.41% of the 13F portfolio, value $966,445.

    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 20,253 shares
    Change vs previous 13F +1,383 shares

    0.48% of the 13F portfolio, value $962,828.

    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 18,870 shares
    Change vs previous 13F +7,160 shares

    0.52% of the 13F portfolio, value $895,948.

    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 11,710 shares
    Change vs previous 13F +4,354 shares

    0.34% of the 13F portfolio, value $543,812.

    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 7,356 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $357,428.

    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).