PYPL β€” PAYPAL HLDGS INC

Ownership history in LifePlan Financial, LLC  Β·  9 quarters on record

AI Ownership Summary

LifePlan Financial, LLC reported PAYPAL HLDGS INC (PYPL) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.7% in 2024 Q4. The latest visible filing shows PYPL at 1.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PYPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifePlan Financial, LLC's position in PAYPAL HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PYPL was reported at 1.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LifePlan Financial, LLC held PYPL β€” position size vs. price
% of Fund (quarterly)    PYPL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,759 +2,128 +7.7% 1.33% $1.7M 2026-02-14 (Est.) $40.17
2025 Q3 ADDED 27,631 +1,622 +6.2% 1.47% $1.9M 2025-11-13 $64.98
2025 Q2 ADDED 26,009 +2,937 +12.7% 1.60% $1.9M 2025-07-09 $74.43
2025 Q1 ADDED 23,072 +497 +2.2% 1.31% $1.5M 2025-04-25 $64.99
2024 Q4 REDUCED 22,575 -1,160 -4.9% 1.70% $1.9M 2025-01-17 $91.32
2024 Q3 ADDED 23,735 +1,490 +6.7% 1.59% $1.9M 2024-10-04 $78.94
2024 Q2 REDUCED 22,245 -862 -3.7% 1.19% $1.3M 2024-07-30 $63.66
2024 Q1 ADDED 23,107 +2,498 +12.1% 1.42% $1.5M 2024-04-30 $67.56
2023 Q4 INITIATED 20,609 β€” β€” 1.27% $1.3M 2024-01-30 $63.34

FAQ About LifePlan Financial, LLC and PYPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifePlan Financial, LLC reported owning PYPL?

LifePlan Financial, LLC reported PYPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PYPL position in LifePlan Financial, LLC's portfolio?

The largest reported portfolio weight for PYPL was 1.70% in 2024 Q4.

What is the latest reported PYPL position on this page?

The most recent filing on this page is 2025 Q4, when LifePlan Financial, LLC reported 29,759 shares, equal to 1.33% of portfolio, with an estimated market value of $1.7M.

What does the chart on this PYPL ownership page compare?

The chart compares LifePlan Financial, LLC's quarterly PYPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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