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LifePlan Investment Advisors, Inc.: VTEB position timeline

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

LifePlan Investment Advisors, Inc. held 92,314 VTEB 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 92,314 shares
    Change vs previous 13F -12,975 shares

    1.61% of the 13F portfolio, value $4,669,255.

    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 105,289 shares
    Change vs previous 13F +13,344 shares

    2.06% of the 13F portfolio, value $5,252,889.

    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 91,945 shares
    Change vs previous 13F +1,103 shares

    1.88% of the 13F portfolio, value $4,623,898.

    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 90,842 shares
    Change vs previous 13F +4,797 shares

    1.91% of the 13F portfolio, value $4,548,473.

    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 86,045 shares
    Change vs previous 13F +494 shares

    2.09% of the 13F portfolio, value $4,218,778.

    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 85,551 shares
    Change vs previous 13F +2,321 shares

    2.44% of the 13F portfolio, value $4,245,061.

    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 83,230 shares
    Change vs previous 13F +18,058 shares

    2.58% of the 13F portfolio, value $4,172,316.

    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 65,172 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,331,593.

    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).