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LifePlan Investment Advisors, Inc.: SCHP position timeline

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

LifePlan Investment Advisors, Inc. held 196,586 SCHP 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 196,586 shares
    Change vs previous 13F -8,353 shares

    1.79% of the 13F portfolio, value $5,209,537.

    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 204,939 shares
    Change vs previous 13F +7,981 shares

    2.14% of the 13F portfolio, value $5,453,428.

    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 196,958 shares
    Change vs previous 13F +6,560 shares

    2.12% of the 13F portfolio, value $5,217,418.

    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 190,398 shares
    Change vs previous 13F +6,824 shares

    2.15% of the 13F portfolio, value $5,131,227.

    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 183,574 shares
    Change vs previous 13F +1,534 shares

    2.43% of the 13F portfolio, value $4,897,757.

    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 182,040 shares
    Change vs previous 13F +1,300 shares

    2.82% of the 13F portfolio, value $4,895,053.

    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 180,740 shares
    Change vs previous 13F +86,530 shares

    2.89% of the 13F portfolio, value $4,668,510.

    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 94,210 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $5,052,504.

    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).