Skip to content
Disclosery

Investment Planning Advisors, Inc.: BOXX position timeline

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

Investment Planning Advisors, Inc. held 197,333 BOXX 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 197,333 shares
    Change vs previous 13F +36,711 shares

    5.27% of the 13F portfolio, value $23,362,260.

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

  2. period ended2026-06-30
    13F 160,622 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $18,807,203.

    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 ยง4.2).