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LifePlan Investment Advisors, Inc.: IDEV position timeline

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

LifePlan Investment Advisors, Inc. held 17,124 IDEV 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 17,124 shares
    Change vs previous 13F -1,370 shares

    0.52% of the 13F portfolio, value $1,524,207.

    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 18,494 shares
    Change vs previous 13F -1,821 shares

    0.61% of the 13F portfolio, value $1,545,544.

    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 20,315 shares
    Change vs previous 13F -10,767 shares

    0.68% of the 13F portfolio, value $1,675,581.

    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 31,082 shares
    Change vs previous 13F +12,944 shares

    1.05% of the 13F portfolio, value $2,491,844.

    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 18,138 shares
    Change vs previous 13F -1,716 shares

    0.68% of the 13F portfolio, value $1,379,213.

    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 19,854 shares
    Change vs previous 13F -3,041 shares

    0.79% of the 13F portfolio, value $1,367,742.

    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 22,895 shares
    Change vs previous 13F +170 shares

    0.91% of the 13F portfolio, value $1,476,041.

    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 22,725 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,609,612.

    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).