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Investment Planning Advisors, Inc.: AMLP position timeline

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

Investment Planning Advisors, Inc. held 9,345 AMLP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,345 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $484,538.

    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).

  2. period ended2026-03-31
    13F 9,365 shares
    Change vs previous 13F +178 shares

    0.14% of the 13F portfolio, value $492,974.

    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).

  3. period ended2025-12-31
    13F 9,187 shares
    Change vs previous 13F +392 shares

    0.13% of the 13F portfolio, value $431,973.

    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).

  4. period ended2025-09-30
    13F 8,795 shares
    Change vs previous 13F -380 shares

    0.13% of the 13F portfolio, value $412,749.

    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).

  5. period ended2025-06-30
    13F 9,175 shares
    Change vs previous 13F -3,094 shares

    0.16% of the 13F portfolio, value $448,291.

    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).

  6. period ended2025-03-31
    13F 12,269 shares
    Change vs previous 13F +5,287 shares

    0.26% of the 13F portfolio, value $637,252.

    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).

  7. period ended2024-12-31
    13F 6,982 shares
    Change vs previous 13F +91 shares

    0.15% of the 13F portfolio, value $336,253.

    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).

  8. period ended2024-09-30
    13F 6,891 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $330,630.

    13F-HR 0002024049-24-000004 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).