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LifePlan Investment Advisors, Inc.: SCEC position timeline

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

LifePlan Investment Advisors, Inc. held 9,369 SCEC 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 9,369 shares
    Change vs previous 13F +593 shares

    0.08% of the 13F portfolio, value $234,553.

    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 8,776 shares
    Change vs previous 13F -8,764 shares

    0.09% of the 13F portfolio, value $220,146.

    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 17,540 shares
    Change vs previous 13F +8,598 shares

    0.18% of the 13F portfolio, value $444,727.

    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 8,942 shares
    Change vs previous 13F +295 shares

    0.1% of the 13F portfolio, value $227,842.

    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 8,647 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $218,537.

    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).