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LifePlan Investment Advisors, Inc.: VOE position timeline

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

LifePlan Investment Advisors, Inc. held 24,692 VOE 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 24,692 shares
    Change vs previous 13F -207 shares

    1.68% of the 13F portfolio, value $4,879,043.

    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 24,899 shares
    Change vs previous 13F -927 shares

    1.8% of the 13F portfolio, value $4,588,466.

    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 25,826 shares
    Change vs previous 13F +371 shares

    1.87% of the 13F portfolio, value $4,580,814.

    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 25,455 shares
    Change vs previous 13F +1,132 shares

    1.86% of the 13F portfolio, value $4,443,955.

    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 24,323 shares
    Change vs previous 13F -44 shares

    1.99% of the 13F portfolio, value $4,000,164.

    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 24,367 shares
    Change vs previous 13F +399 shares

    2.25% of the 13F portfolio, value $3,911,882.

    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 23,968 shares
    Change vs previous 13F -753 shares

    2.4% of the 13F portfolio, value $3,877,287.

    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 24,721 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $4,144,934.

    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).