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LifePlan Investment Advisors, Inc.: SCHF position timeline

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

LifePlan Investment Advisors, Inc. held 182,499 SCHF 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 182,499 shares
    Change vs previous 13F -3,704 shares

    1.74% of the 13F portfolio, value $5,055,212.

    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 186,203 shares
    Change vs previous 13F -8,950 shares

    1.81% of the 13F portfolio, value $4,608,517.

    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 195,153 shares
    Change vs previous 13F +941 shares

    1.91% of the 13F portfolio, value $4,691,471.

    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 194,212 shares
    Change vs previous 13F -1,537 shares

    1.9% of the 13F portfolio, value $4,521,263.

    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 195,749 shares
    Change vs previous 13F -2,607 shares

    2.15% of the 13F portfolio, value $4,326,060.

    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 198,356 shares
    Change vs previous 13F +3,692 shares

    2.26% of the 13F portfolio, value $3,923,489.

    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 194,664 shares
    Change vs previous 13F +96,110 shares

    2.23% of the 13F portfolio, value $3,601,291.

    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 98,554 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,052,543.

    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).