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LifePlan Financial, LLC

SEC CIK
0001739485
Latest filing
Jul 21, 2026

TER holding history

Teradyne, 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.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
4,509
Value
$2.18M
% of portfolio
1.5%
Quarters held
11
Since Q4 2023
Holdings of TER by LifePlan Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,509$2.18M1.5%−180−3.8%ReducedHolders
Q1 20264,689$1.39M1.0%−545−10.4%ReducedHolders
Q4 20255,234$1.01M0.8%−3,125−37.4%ReducedHolders
Q3 20258,359$1.15M0.9%+4,894+141.2%AddedHolders
Q2 20253,465$311.6K0.3%−3,163−47.7%ReducedHolders
Q1 20256,628$547.5K0.5%−576−8.0%ReducedHolders
Q4 20247,204$907.1K0.8%+32+0.4%AddedHolders
Q3 20247,172$960.5K0.8%−1,613−18.4%ReducedHolders
Q2 20248,785$1.30M1.2%+248+2.9%AddedHolders
Q1 20248,537$963.2K0.9%−688−7.5%ReducedHolders
Q4 20239,225$1.00M1.0%–No prior filingHolders