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Investment Planning Advisors, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Planning Advisors, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Investment Planning Advisors, Inc. held 7,201 AAPL shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,201 shares
    Change vs previous 13F +393 shares

    0.54% of the 13F portfolio, value $2,398,227.

    13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,808 shares
    Change vs previous 13F +983 shares

    0.46% of the 13F portfolio, value $1,969,879.

    13F-HR 0002024049-26-000003 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 5,825 shares
    Change vs previous 13F +683 shares

    0.41% of the 13F portfolio, value $1,478,306.

    13F-HR 0002024049-26-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 5,142 shares
    Change vs previous 13F +398 shares

    0.41% of the 13F portfolio, value $1,397,872.

    13F-HR 0002024049-26-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,744 shares
    Change vs previous 13F +1,476 shares

    0.38% of the 13F portfolio, value $1,207,987.

    13F-HR 0002024049-25-000008 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,268 shares
    Change vs previous 13F +408 shares

    0.24% of the 13F portfolio, value $670,460.

    13F-HR 0002024049-25-000005 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,860 shares
    Change vs previous 13F -63 shares

    0.26% of the 13F portfolio, value $635,396.

    13F-HR 0002024049-25-000002 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,923 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $732,036.

    13F-HR 0002024049-25-000001 filed by Investment Planning Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).