Back to USB-PS
LifePlan Financial, LLC → USB-PS
LifePlan Financial, LLC USB-PS Position History
USB-PS
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $2M |
| Q1 2026 | $2M |
| Q2 2026 | $2.3M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 37.3K | — | — |
| Q2 2026 | $2.3M | 38.5K | — | — |
| Q1 2026 | $2M | 39.2K | — | — |
| Q4 2025 | $2M | 37.0K | — | — |
| Q3 2025 | $1.7M | 35.5K | — | — |