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LifePlan Investment Advisors, Inc.: SUSC position timeline

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

LifePlan Investment Advisors, Inc. held 33,753 SUSC 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 33,753 shares
    Change vs previous 13F -17,607 shares

    0.27% of the 13F portfolio, value $781,419.

    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 51,360 shares
    Change vs previous 13F +2,069 shares

    0.47% of the 13F portfolio, value $1,188,341.

    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 49,291 shares
    Change vs previous 13F +2,212 shares

    0.47% of the 13F portfolio, value $1,152,649.

    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 47,079 shares
    Change vs previous 13F +2,425 shares

    0.47% of the 13F portfolio, value $1,109,175.

    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 44,654 shares
    Change vs previous 13F +5,760 shares

    0.52% of the 13F portfolio, value $1,037,312.

    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 38,894 shares
    Change vs previous 13F +4,238 shares

    0.52% of the 13F portfolio, value $896,896.

    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 34,656 shares
    Change vs previous 13F +11,167 shares

    0.49% of the 13F portfolio, value $787,384.

    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 23,489 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $558,803.

    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).