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LifePlan Investment Advisors, Inc.: IVE position timeline

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

LifePlan Investment Advisors, Inc. held 16,913 IVE 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 16,913 shares
    Change vs previous 13F -4,329 shares

    1.32% of the 13F portfolio, value $3,840,346.

    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 21,242 shares
    Change vs previous 13F +4,073 shares

    1.76% of the 13F portfolio, value $4,485,291.

    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 17,169 shares
    Change vs previous 13F +1,087 shares

    1.48% of the 13F portfolio, value $3,641,030.

    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 16,082 shares
    Change vs previous 13F +2,561 shares

    1.39% of the 13F portfolio, value $3,321,094.

    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 13,521 shares
    Change vs previous 13F +2,142 shares

    1.31% of the 13F portfolio, value $2,642,274.

    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 11,379 shares
    Change vs previous 13F +4,871 shares

    1.25% of the 13F portfolio, value $2,168,610.

    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 6,508 shares
    Change vs previous 13F +590 shares

    0.77% of the 13F portfolio, value $1,242,247.

    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 5,918 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,166,852.

    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).