Investment Planning Advisors, Inc.: BINC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investment Planning Advisors, Inc. on BINC, newest first. How the timeline and the estimate are built.
Investment Planning Advisors, Inc. held 12,852 BINC shares at 2026-09-30 per its 13F-HR filed 2026-10-14.
the latest 13F is the newest step
- period ended2026-09-3013F 12,852 sharesChange vs previous 13F -228 shares
0.15% of the 13F portfolio, value $652,754.
13F-HR 0002024049-26-000005 filed by Investment Planning Advisors, Inc.
Accepted , ingested - period ended2026-06-3013F 13,080 sharesChange vs previous 13F -5,422 shares
0.16% of the 13F portfolio, value $684,616.
13F-HR 0002024049-26-000003 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,502 sharesChange vs previous 13F -209,887 shares
0.26% of the 13F portfolio, value $960,787.
13F-HR 0002024049-26-000002 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 228,389 sharesChange vs previous 13F +10,582 shares
3.51% of the 13F portfolio, value $12,052,089.
13F-HR 0002024049-26-000001 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 217,807 sharesChange vs previous 13F +17,675 shares
3.65% of the 13F portfolio, value $11,596,059.
13F-HR 0002024049-25-000008 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 200,132 sharesChange vs previous 13F +23,698 shares
3.74% of the 13F portfolio, value $10,574,951.
13F-HR 0002024049-25-000005 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 176,434 sharesChange vs previous 13F +334 shares
3.76% of the 13F portfolio, value $9,241,604.
13F-HR 0002024049-25-000002 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 176,100 sharesChange vs previous 13F not available
4% of the 13F portfolio, value $9,160,718.
13F-HR 0002024049-25-000001 filed by Investment Planning Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).