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LifePlan Investment Advisors, Inc.: SPTL position timeline

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

LifePlan Investment Advisors, Inc. held 23,067 SPTL 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 23,067 shares
    Change vs previous 13F +1,757 shares

    0.21% of the 13F portfolio, value $605,036.

    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 21,310 shares
    Change vs previous 13F +2,976 shares

    0.22% of the 13F portfolio, value $560,441.

    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 18,334 shares
    Change vs previous 13F +2,759 shares

    0.2% of the 13F portfolio, value $485,301.

    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 15,575 shares
    Change vs previous 13F +3,215 shares

    0.18% of the 13F portfolio, value $419,746.

    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 12,360 shares
    Change vs previous 13F -12,214 shares

    0.16% of the 13F portfolio, value $328,529.

    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 24,574 shares
    Change vs previous 13F +9,271 shares

    0.39% of the 13F portfolio, value $669,887.

    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 15,303 shares
    Change vs previous 13F +4,150 shares

    0.25% of the 13F portfolio, value $400,786.

    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 11,153 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $324,218.

    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).