LifePlan Investment Advisors, Inc.: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Investment Advisors, Inc. on LLY, newest first. How the timeline and the estimate are built.
LifePlan Investment Advisors, Inc. held 405 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 405 sharesChange vs previous 13F +32 shares
0.17% of the 13F portfolio, value $485,451.
13F-HR 0001214659-26-009887 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 373 sharesChange vs previous 13F +3 shares
0.13% of the 13F portfolio, value $342,736.
13F-HR 0001214659-26-006150 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 370 sharesChange vs previous 13F +15 shares
0.16% of the 13F portfolio, value $397,109.
13F-HR 0001214659-26-001314 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 355 sharesChange vs previous 13F +48 shares
0.11% of the 13F portfolio, value $271,212.
13F-HR 0001214659-25-016403 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 307 sharesChange vs previous 13F -5 shares
0.12% of the 13F portfolio, value $239,611.
13F-HR 0001214659-25-012141 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 312 sharesChange vs previous 13F -6 shares
0.15% of the 13F portfolio, value $257,937.
13F-HR 0001214659-25-007440 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 318 sharesChange vs previous 13F +14 shares
0.15% of the 13F portfolio, value $245,680.
13F-HR 0001214659-25-002747 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 304 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $269,482.
13F-HR 0001214659-25-001062 filed by LifePlan Investment Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).