LifePlan Investment Advisors, Inc.
Position in PAXS — PIMCO Access Income Fund
CIK 2045484
RALEIGH, NC
Position in PAXS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$145,500
+$1,400 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#53
of 65 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PAXS Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LifePlan Investment Advisors, Inc. holds $145,500 across 1 Asset Management name. PAXS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAXS |
PIMCO Access Income Fund
This page
|
10,000 | $145,500 |
All Filings in PAXS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,500 | 10,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $144,100 | 10,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $153,000 | 10,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $162,700 | 10,000 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||