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LifePlan Investment Advisors, Inc.: EFV position timeline

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

LifePlan Investment Advisors, Inc. held 21,008 EFV 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 21,008 shares
    Change vs previous 13F -24,036 shares

    0.55% of the 13F portfolio, value $1,608,161.

    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 45,044 shares
    Change vs previous 13F -4,815 shares

    1.32% of the 13F portfolio, value $3,349,021.

    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 49,859 shares
    Change vs previous 13F +2,211 shares

    1.45% of the 13F portfolio, value $3,560,431.

    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 47,648 shares
    Change vs previous 13F +665 shares

    1.36% of the 13F portfolio, value $3,231,964.

    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 46,983 shares
    Change vs previous 13F +14,415 shares

    1.48% of the 13F portfolio, value $2,982,481.

    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 32,568 shares
    Change vs previous 13F -3,511 shares

    1.1% of the 13F portfolio, value $1,919,558.

    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 36,079 shares
    Change vs previous 13F +12,224 shares

    1.17% of the 13F portfolio, value $1,893,065.

    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 23,855 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,372,378.

    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).