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LifePlan Investment Advisors, Inc.: VNQI position timeline

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

LifePlan Investment Advisors, Inc. held 71,578 VNQI 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 71,578 shares
    Change vs previous 13F +322 shares

    1.11% of the 13F portfolio, value $3,210,266.

    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 71,256 shares
    Change vs previous 13F +1,714 shares

    1.24% of the 13F portfolio, value $3,167,322.

    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 69,542 shares
    Change vs previous 13F +1,007 shares

    1.3% of the 13F portfolio, value $3,187,798.

    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 68,535 shares
    Change vs previous 13F -1,812 shares

    1.37% of the 13F portfolio, value $3,271,879.

    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 70,347 shares
    Change vs previous 13F -1,110 shares

    1.61% of the 13F portfolio, value $3,246,532.

    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 71,457 shares
    Change vs previous 13F +6,561 shares

    1.66% of the 13F portfolio, value $2,891,166.

    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 64,896 shares
    Change vs previous 13F -404 shares

    1.59% of the 13F portfolio, value $2,567,301.

    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 65,300 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,063,214.

    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).