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LifePlan Investment Advisors, Inc.: ESGE position timeline

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

LifePlan Investment Advisors, Inc. held 7,207 ESGE 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 7,207 shares
    Change vs previous 13F -2,826 shares

    0.14% of the 13F portfolio, value $394,174.

    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 10,033 shares
    Change vs previous 13F +1,089 shares

    0.18% of the 13F portfolio, value $456,194.

    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 8,944 shares
    Change vs previous 13F +653 shares

    0.16% of the 13F portfolio, value $395,051.

    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 8,291 shares
    Change vs previous 13F +345 shares

    0.15% of the 13F portfolio, value $359,995.

    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 7,946 shares
    Change vs previous 13F +269 shares

    0.15% of the 13F portfolio, value $311,245.

    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 7,677 shares
    Change vs previous 13F +881 shares

    0.15% of the 13F portfolio, value $268,311.

    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 6,796 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $226,918.

    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).