Skip to content
Disclosery

LifePlan Investment Advisors, Inc.: VUG position timeline

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

LifePlan Investment Advisors, Inc. held 122,424 VUG 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 122,424 shares
    Change vs previous 13F +102,775 shares

    3.63% of the 13F portfolio, value $10,545,566.

    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 19,649 shares
    Change vs previous 13F +1,488 shares

    3.37% of the 13F portfolio, value $8,582,311.

    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 18,161 shares
    Change vs previous 13F +1,543 shares

    3.61% of the 13F portfolio, value $8,860,015.

    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 16,618 shares
    Change vs previous 13F +1,690 shares

    3.34% of the 13F portfolio, value $7,970,164.

    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 14,928 shares
    Change vs previous 13F +2,738 shares

    3.25% of the 13F portfolio, value $6,544,438.

    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 12,190 shares
    Change vs previous 13F +1,099 shares

    2.6% of the 13F portfolio, value $4,520,298.

    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 11,091 shares
    Change vs previous 13F +383 shares

    2.82% of the 13F portfolio, value $4,552,190.

    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 10,708 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $4,111,122.

    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).