LifePlan Financial, LLC

SEC CIK: 0001739485
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

SUI holding history

Sun Communities 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.

SUI overview All 13F holders of SUI Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of SUI by LifePlan Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,867−100.0%	Sold out	Holders
Q2 2024	1,867	$224.7K	0.2%	+4+0.2%	Added	Holders
Q1 2024	1,863	$239.5K	0.2%	−222−10.6%	Reduced	Holders
Q4 2023	2,085	$278.7K	0.3%	–	No prior filing	Holders