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CIK 0001739485 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("lifeplan-financial-llc-0001739485-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001739485-25-000006 |
| $126.2M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001739485-26-000004 | $142.8M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001739485-25-000003 | $120.7M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001739485-26-000002 | $135.3M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001739485-25-000002 | $114.7M | View |