LifePlan Financial, LLC quarter change: Foreign Preferred Shares, New
In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, LifePlan Financial, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1739485): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-21). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Camelot Portfolios, LLC | United States | $0.135B | 206 |
| Fosse Capital Partners LLP | United Kingdom | $0.135B | 2 |
| Total Wealth Planning & Management, Inc. | United States | $0.135B | 201 |
| Spartan Planning & Wealth Management | United States | $0.135B | 69 |
| Grand Central Investment Group | United States | $0.135B | 44 |
| Dorato Capital Management | United States | $0.135B | 254 |
| FORTRESS FINANCIAL GROUP, LLC | United States | $0.135B | 87 |
| Terra Nova Asset Management LLC | United States | $0.135B | 83 |
| Murphy & Mullick Capital Management Corp | United States | $0.135B | 726 |
| FIRST COMMUNITY TRUST NA | United States | $0.136B | 359 |