SEC 13F Intelligence

Lifeplan Financial, LLC / PYPL

Lifeplan Financial, LLC’s Paypal Hldgs Inc Position

Does Lifeplan Financial, LLC own Paypal Hldgs Inc (PYPL)? Yes — 36.4K shares worth $2M (+1.22% of its 13F portfolio) as of Q1 2026, up from 29.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
36.4K
% of Portfolio
+1.22%
Quarters Held
10
currently held

Position History PYPL

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $1MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202636.4K$2M+1.22%
Q4 202529.8K$2M+1.33%
Q3 202527.6K$2M+1.47%
Q2 202526.0K$2M+1.60%
Q1 202523.1K$2M+1.31%
Q4 202422.6K$2M+1.70%
Q3 202423.7K$2M+1.59%
Q2 202422.2K$1M+1.19%
Q1 202423.1K$2M+1.42%
Q4 202320.6K$1M+1.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of PYPL.