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LifePlan Investment Advisors, Inc.: VWO position timeline

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

LifePlan Investment Advisors, Inc. held 57,400 VWO 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 57,400 shares
    Change vs previous 13F +2,229 shares

    1.18% of the 13F portfolio, value $3,426,187.

    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 55,171 shares
    Change vs previous 13F +3,021 shares

    1.17% of the 13F portfolio, value $2,982,001.

    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 52,150 shares
    Change vs previous 13F +5,730 shares

    1.14% of the 13F portfolio, value $2,803,592.

    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 46,420 shares
    Change vs previous 13F +5,331 shares

    1.06% of the 13F portfolio, value $2,515,022.

    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 41,089 shares
    Change vs previous 13F +5,150 shares

    1.01% of the 13F portfolio, value $2,032,262.

    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 35,939 shares
    Change vs previous 13F +5,913 shares

    0.94% of the 13F portfolio, value $1,626,599.

    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 30,026 shares
    Change vs previous 13F +2,911 shares

    0.82% of the 13F portfolio, value $1,322,345.

    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 27,115 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $1,297,453.

    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).