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LifePlan Investment Advisors, Inc.: SCHV position timeline

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

LifePlan Investment Advisors, Inc. held 129,069 SCHV 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 129,069 shares
    Change vs previous 13F -1,095 shares

    1.55% of the 13F portfolio, value $4,492,901.

    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 130,164 shares
    Change vs previous 13F -4,589 shares

    1.56% of the 13F portfolio, value $3,969,996.

    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 134,753 shares
    Change vs previous 13F +2,225 shares

    1.63% of the 13F portfolio, value $3,990,046.

    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 132,528 shares
    Change vs previous 13F +5,523 shares

    1.62% of the 13F portfolio, value $3,857,883.

    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 127,005 shares
    Change vs previous 13F -506 shares

    1.75% of the 13F portfolio, value $3,514,234.

    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 127,511 shares
    Change vs previous 13F -1,362 shares

    1.95% of the 13F portfolio, value $3,389,234.

    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 128,873 shares
    Change vs previous 13F +84,263 shares

    2.08% of the 13F portfolio, value $3,359,723.

    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 44,610 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $3,585,267.

    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).