Skip to content
Disclosery

LifePlan Investment Advisors, Inc.: MTUM position timeline

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

LifePlan Investment Advisors, Inc. held 5,464 MTUM 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 5,464 shares
    Change vs previous 13F -2,070 shares

    0.64% of the 13F portfolio, value $1,873,233.

    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 7,534 shares
    Change vs previous 13F +2,656 shares

    0.71% of the 13F portfolio, value $1,808,089.

    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 4,878 shares
    Change vs previous 13F +388 shares

    0.5% of the 13F portfolio, value $1,221,012.

    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 4,490 shares
    Change vs previous 13F +425 shares

    0.48% of the 13F portfolio, value $1,151,461.

    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 4,065 shares
    Change vs previous 13F +161 shares

    0.49% of the 13F portfolio, value $976,901.

    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 3,904 shares
    Change vs previous 13F +537 shares

    0.45% of the 13F portfolio, value $789,116.

    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 3,367 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $696,700.

    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).