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LifePlan Financial, LLCCoreConcentrated trader

CIK: 0001739485 | MANKATO, MN

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR91$141.3M2026-10-13SEC ↗
Q2 2026
13F-HR89$142.8M2026-07-21SEC ↗
Q1 2026
13F-HR83$135.3M2026-04-14SEC ↗
Q4 2025
13F-HR86$130.4M2026-01-20SEC ↗
Q3 2025
13F-HR83$126.2M2025-11-13SEC ↗
Q2 2025
13F-HR89$120.7M2025-07-09SEC ↗
Q1 2025
13F-HR89$114.7M2025-04-25SEC ↗
Q4 2024
13F-HR86$113.2M2025-01-17SEC ↗
Q3 2024
13F-HR88$116.5M2024-10-04SEC ↗
Q2 2024
13F-HR90$108.6M2024-07-30SEC ↗
Q1 2024
13F-HR94$109.1M2024-04-30SEC ↗
Q4 2023
13F-HR89$99.8M2024-01-30SEC ↗