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LifePlan Investment Advisors, Inc.: IAGG position timeline

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

LifePlan Investment Advisors, Inc. held 104,740 IAGG 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 104,740 shares
    Change vs previous 13F -30,427 shares

    1.82% of the 13F portfolio, value $5,299,851.

    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 135,167 shares
    Change vs previous 13F +9,611 shares

    2.66% of the 13F portfolio, value $6,763,770.

    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 125,556 shares
    Change vs previous 13F +4,476 shares

    2.56% of the 13F portfolio, value $6,279,058.

    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 121,080 shares
    Change vs previous 13F +5,576 shares

    2.6% of the 13F portfolio, value $6,202,933.

    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 115,504 shares
    Change vs previous 13F +18,831 shares

    2.93% of the 13F portfolio, value $5,901,104.

    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 96,673 shares
    Change vs previous 13F +3,879 shares

    2.78% of the 13F portfolio, value $4,832,688.

    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 92,794 shares
    Change vs previous 13F -4,654 shares

    2.87% of the 13F portfolio, value $4,632,281.

    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 97,448 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,049,764.

    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).