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LifePlan Investment Advisors, Inc.: HYG position timeline

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

LifePlan Investment Advisors, Inc. held 42,769 HYG 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 42,769 shares
    Change vs previous 13F -13 shares

    1.18% of the 13F portfolio, value $3,420,199.

    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 42,782 shares
    Change vs previous 13F +2,269 shares

    1.34% of the 13F portfolio, value $3,403,740.

    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 40,513 shares
    Change vs previous 13F +1,123 shares

    1.33% of the 13F portfolio, value $3,266,542.

    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 39,390 shares
    Change vs previous 13F +2,632 shares

    1.34% of the 13F portfolio, value $3,198,087.

    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 36,758 shares
    Change vs previous 13F -279 shares

    1.47% of the 13F portfolio, value $2,964,511.

    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 37,037 shares
    Change vs previous 13F +751 shares

    1.68% of the 13F portfolio, value $2,921,872.

    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 36,286 shares
    Change vs previous 13F -707 shares

    1.77% of the 13F portfolio, value $2,853,896.

    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 36,993 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,970,575.

    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).