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LifePlan Investment Advisors, Inc.: GEM position timeline

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

LifePlan Investment Advisors, Inc. held 27,567 GEM 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 27,567 shares
    Change vs previous 13F -1,470 shares

    0.49% of the 13F portfolio, value $1,433,484.

    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 29,037 shares
    Change vs previous 13F +1,730 shares

    0.49% of the 13F portfolio, value $1,254,398.

    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 27,307 shares
    Change vs previous 13F +2,648 shares

    0.46% of the 13F portfolio, value $1,136,517.

    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 24,659 shares
    Change vs previous 13F +3,007 shares

    0.42% of the 13F portfolio, value $1,004,361.

    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 21,652 shares
    Change vs previous 13F +6,079 shares

    0.4% of the 13F portfolio, value $805,671.

    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 15,573 shares
    Change vs previous 13F +7,973 shares

    0.3% of the 13F portfolio, value $516,712.

    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 7,600 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $242,592.

    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).