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LifePlan Investment Advisors, Inc.: VBR position timeline

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

LifePlan Investment Advisors, Inc. held 25,925 VBR 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 25,925 shares
    Change vs previous 13F -346 shares

    2.17% of the 13F portfolio, value $6,299,395.

    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 26,271 shares
    Change vs previous 13F -647 shares

    2.24% of the 13F portfolio, value $5,707,465.

    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 26,918 shares
    Change vs previous 13F +438 shares

    2.32% of the 13F portfolio, value $5,701,028.

    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 26,480 shares
    Change vs previous 13F +698 shares

    2.32% of the 13F portfolio, value $5,526,667.

    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 25,782 shares
    Change vs previous 13F +63 shares

    2.5% of the 13F portfolio, value $5,027,755.

    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 25,719 shares
    Change vs previous 13F +841 shares

    2.76% of the 13F portfolio, value $4,791,200.

    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 24,878 shares
    Change vs previous 13F -864 shares

    3.05% of the 13F portfolio, value $4,930,304.

    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 25,742 shares
    Change vs previous 13F not available

    3.3% of the 13F portfolio, value $5,168,440.

    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).