Current Market Value 232,261,000
Current Holdings 593
Most Recent File Date 2020-10-30
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by LifePlan Financial Group, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-10-30 2020-09-30 13F-HR 593 232,261
2020-07-30 2020-06-30 13F-HR 592 219,361
2020-04-06 2020-03-31 13F-HR 573 184,672
2020-01-09 2019-12-31 13F-HR 573 224,755
2019-10-15 2019-09-30 13F-HR 559 212,490
2019-07-15 2019-06-30 13F-HR 556 207,472
2019-04-08 2019-03-31 13F-HR 560 187,537
2019-01-11 2018-12-31 13F-HR/A 1 R 548 160,193
2019-01-10 2018-12-31 13F-HR 537 183,516
2018-10-09 2018-09-30 13F-HR 547 184,851
2018-07-25 2018-06-30 13F-HR 530 179,019
2018-04-11 2018-03-31 13F-HR 526 171,470
2018-02-22 2017-12-31 13F-HR 109 157,088
2017-11-14 2017-09-30 13F-HR 109 157,088
2017-07-28 2017-06-30 13F-HR 107 146,023
2017-04-06 2017-03-31 13F-HR 109 144,080
2017-01-10 2016-12-31 13F-HR 115 142,184
2016-10-05 2016-09-30 13F-HR 109 145,698
2016-07-07 2016-06-30 13F-HR 99 145,597
2016-04-12 2016-03-31 13F-HR 97 140,758
2016-01-14 2015-12-31 13F-HR 90 140,779
2015-10-14 2015-09-30 13F-HR 87 137,653
2015-08-18 2015-06-30 13F-HR 95 149,071
2015-04-14 2015-03-31 13F-HR 79 150,423
2015-01-20 2014-12-31 13F-HR 82 150,788
2014-10-08 2014-09-30 13F-HR 68 118,144
2014-07-03 2014-06-30 13F-HR 65 140,339
2014-04-03 2014-03-31 13F-HR 280 125,912
2014-02-03 2013-12-31 13F-HR 260 146,651
2013-11-13 2013-09-30 13F-HR 235 122,942
2013-08-02 2013-06-30 13F-HR 214 90,103