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LifePlan Investment Advisors, Inc.: IUSB position timeline

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

LifePlan Investment Advisors, Inc. held 175,803 IUSB 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 175,803 shares
    Change vs previous 13F +55,604 shares

    2.79% of the 13F portfolio, value $8,113,301.

    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 120,199 shares
    Change vs previous 13F +11,262 shares

    2.18% of the 13F portfolio, value $5,552,006.

    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 108,937 shares
    Change vs previous 13F +5,544 shares

    2.06% of the 13F portfolio, value $5,069,928.

    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 103,393 shares
    Change vs previous 13F -5,706 shares

    2.03% of the 13F portfolio, value $4,829,487.

    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 109,099 shares
    Change vs previous 13F +2,043 shares

    2.5% of the 13F portfolio, value $5,043,647.

    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 107,056 shares
    Change vs previous 13F +14,165 shares

    2.84% of the 13F portfolio, value $4,933,140.

    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 92,891 shares
    Change vs previous 13F -4,053 shares

    2.6% of the 13F portfolio, value $4,198,673.

    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 96,944 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $4,568,001.

    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).