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LifePlan Investment Advisors, Inc.: MBB position timeline

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

LifePlan Investment Advisors, Inc. held 27,229 MBB 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 27,229 shares
    Change vs previous 13F +5,899 shares

    0.89% of the 13F portfolio, value $2,573,729.

    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 21,330 shares
    Change vs previous 13F +2,003 shares

    0.8% of the 13F portfolio, value $2,025,321.

    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 19,327 shares
    Change vs previous 13F +1,193 shares

    0.75% of the 13F portfolio, value $1,840,317.

    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 18,134 shares
    Change vs previous 13F +2,301 shares

    0.72% of the 13F portfolio, value $1,725,450.

    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 15,833 shares
    Change vs previous 13F +2,126 shares

    0.74% of the 13F portfolio, value $1,486,560.

    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 13,707 shares
    Change vs previous 13F +1,607 shares

    0.74% of the 13F portfolio, value $1,285,442.

    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 12,100 shares
    Change vs previous 13F +594 shares

    0.69% of the 13F portfolio, value $1,109,328.

    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 11,506 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,102,390.

    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).