Position in EXPE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$967,994
+$22,962 QoQ
Shares Held
3,783
-7.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#544
of 1,109 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXPE Over Time
Shares Held
Position Value (USD)
Position in Travel Services
Consumer Cyclical · as of Jun 30, 2026LifePlan Financial, LLC holds $1,578,029 across 2 Travel Services names. EXPE ranks #1 (61.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXPE |
Expedia Group, Inc.
This page
|
3,783 | $967,994 | |
| 2 | ABNB |
Airbnb, Inc.
|
4,263 | $610,035 |
All Filings in EXPE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $967,994 | 3,783 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $945,032 | 4,093 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,242,031 | 4,384 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $960,378 | 4,493 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $415,964 | 2,466 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $425,629 | 2,532 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $540,357 | 2,900 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $501,195 | 3,386 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $440,335 | 3,495 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $494,109 | 3,587 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $565,721 | 3,727 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||