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LifePlan Investment Advisors, Inc.: SCHH position timeline

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

LifePlan Investment Advisors, Inc. held 149,269 SCHH 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 149,269 shares
    Change vs previous 13F -1,300 shares

    1.22% of the 13F portfolio, value $3,534,701.

    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 150,569 shares
    Change vs previous 13F -1,694 shares

    1.27% of the 13F portfolio, value $3,235,722.

    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 152,263 shares
    Change vs previous 13F +4,362 shares

    1.3% of the 13F portfolio, value $3,180,777.

    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 147,901 shares
    Change vs previous 13F +15,305 shares

    1.34% of the 13F portfolio, value $3,190,226.

    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 132,596 shares
    Change vs previous 13F +342 shares

    1.39% of the 13F portfolio, value $2,805,737.

    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 132,254 shares
    Change vs previous 13F +3,626 shares

    1.64% of the 13F portfolio, value $2,844,773.

    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 128,628 shares
    Change vs previous 13F -2,658 shares

    1.68% of the 13F portfolio, value $2,708,906.

    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 131,286 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $3,041,895.

    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).