Skip to content
Disclosery

LifePlan Investment Advisors, Inc.: LCTU position timeline

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

LifePlan Investment Advisors, Inc. held 13,448 LCTU 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 13,448 shares
    Change vs previous 13F -1,705 shares

    0.37% of the 13F portfolio, value $1,077,960.

    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 15,153 shares
    Change vs previous 13F -1,535 shares

    0.42% of the 13F portfolio, value $1,062,804.

    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 16,688 shares
    Change vs previous 13F +1,204 shares

    0.5% of the 13F portfolio, value $1,236,457.

    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 15,484 shares
    Change vs previous 13F -274 shares

    0.47% of the 13F portfolio, value $1,123,824.

    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 15,758 shares
    Change vs previous 13F +150 shares

    0.53% of the 13F portfolio, value $1,060,072.

    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 15,608 shares
    Change vs previous 13F +2,077 shares

    0.54% of the 13F portfolio, value $945,923.

    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 13,531 shares
    Change vs previous 13F +3,341 shares

    0.54% of the 13F portfolio, value $866,661.

    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 10,190 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $639,321.

    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).