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LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

EFX holding history

Equifax Inc in every 13F filed by LifePlan Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EFX overviewAll 13F holders of EFXFull Q2 2026 holdings

Shares (Q2 2026)
1,963
Value
$311.6K
% of portfolio
0.2%
Quarters held
11
Since Q4 2023
Holdings of EFX by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,963$311.6K0.2%−353−15.2%ReducedHolders
Q1 20262,316$417.0K0.3%−143−5.8%ReducedHolders
Q4 20252,459$533.6K0.4%+1,467+147.9%AddedHolders
Q3 2025992$254.5K0.2%−135−12.0%ReducedHolders
Q2 20251,127$292.3K0.2%−27−2.3%ReducedHolders
Q1 20251,154$281.1K0.2%−190−14.1%ReducedHolders
Q4 20241,344$342.5K0.3%−1,017−43.1%ReducedHolders
Q3 20242,361$693.8K0.6%−62−2.6%ReducedHolders
Q2 20242,423$587.5K0.5%−10.0%ReducedHolders
Q1 20242,424$648.5K0.6%−51−2.1%ReducedHolders
Q4 20232,475$612.0K0.6%–No prior filingHolders