SEC 13F Intelligence

Lifeplan Financial, LLC / SLB

Lifeplan Financial, LLC’s Slb Limited Position

Does Lifeplan Financial, LLC own Slb Limited (SLB)? Yes — 31.3K shares worth $2M (+1.19% of its 13F portfolio) as of Q1 2026, down from 31.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
31.3K
% of Portfolio
+1.19%
Quarters Held
10
currently held

Position History SLB

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $978,953Q2 ’24: $819,792Q2 ’24Q3 ’24: $772,796Q4 ’24: $824,323Q4 ’24Q1 ’25: $970,903Q2 ’25: $880,806Q2 ’25Q3 ’25: $970,620Q4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.3K$2M+1.19%
Q4 202531.3K$1M+0.92%
Q3 202528.2K$970,620+0.77%
Q2 202526.1K$880,806+0.73%
Q1 202523.2K$970,903+0.85%
Q4 202421.5K$824,323+0.73%
Q3 202418.4K$772,796+0.66%
Q2 202417.4K$819,792+0.76%
Q1 202417.9K$978,953+0.90%
Q4 202320.5K$1M+1.07%

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 SLB.