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LifePlan Investment Advisors, Inc.: FUTY position timeline

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

LifePlan Investment Advisors, Inc. held 59,173 FUTY 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 59,173 shares
    Change vs previous 13F -89 shares

    1.19% of the 13F portfolio, value $3,456,878.

    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 59,262 shares
    Change vs previous 13F -1,749 shares

    1.38% of the 13F portfolio, value $3,500,578.

    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 61,011 shares
    Change vs previous 13F +686 shares

    1.37% of the 13F portfolio, value $3,369,039.

    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 60,325 shares
    Change vs previous 13F +1,638 shares

    1.43% of the 13F portfolio, value $3,406,548.

    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 58,687 shares
    Change vs previous 13F -549 shares

    1.53% of the 13F portfolio, value $3,086,915.

    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 59,236 shares
    Change vs previous 13F -700 shares

    1.74% of the 13F portfolio, value $3,018,088.

    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 59,936 shares
    Change vs previous 13F -1,856 shares

    1.81% of the 13F portfolio, value $2,923,075.

    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 61,792 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $3,202,041.

    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).