Skip to content
Disclosery

LifePlan Investment Advisors, Inc.: IVV position timeline

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

LifePlan Investment Advisors, Inc. held 17,403 IVV 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 17,403 shares
    Change vs previous 13F +6,943 shares

    4.49% of the 13F portfolio, value $13,033,055.

    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 10,460 shares
    Change vs previous 13F +2,721 shares

    2.68% of the 13F portfolio, value $6,832,616.

    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 7,739 shares
    Change vs previous 13F +330 shares

    2.16% of the 13F portfolio, value $5,300,751.

    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 7,409 shares
    Change vs previous 13F -262 shares

    2.08% of the 13F portfolio, value $4,958,844.

    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 7,671 shares
    Change vs previous 13F -3,506 shares

    2.37% of the 13F portfolio, value $4,762,924.

    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 11,177 shares
    Change vs previous 13F +508 shares

    3.61% of the 13F portfolio, value $6,280,356.

    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 10,669 shares
    Change vs previous 13F -810 shares

    3.89% of the 13F portfolio, value $6,280,627.

    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 11,479 shares
    Change vs previous 13F not available

    4.23% of the 13F portfolio, value $6,621,317.

    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).