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Investment Planning Advisors, Inc.: BSV position timeline

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

Investment Planning Advisors, Inc. held 220,911 BSV 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 220,911 shares
    Change vs previous 13F +12,261 shares

    3.81% of the 13F portfolio, value $16,877,605.

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

  2. period ended2026-06-30
    13F 208,650 shares
    Change vs previous 13F +85,694 shares

    3.76% of the 13F portfolio, value $16,255,902.

    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 122,956 shares
    Change vs previous 13F +15,041 shares

    2.65% of the 13F portfolio, value $9,640,994.

    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 107,915 shares
    Change vs previous 13F +6,852 shares

    2.48% of the 13F portfolio, value $8,504,752.

    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 101,063 shares
    Change vs previous 13F +8,253 shares

    2.51% of the 13F portfolio, value $7,974,866.

    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 92,810 shares
    Change vs previous 13F +65,195 shares

    2.58% of the 13F portfolio, value $7,304,132.

    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 27,615 shares
    Change vs previous 13F -34,687 shares

    0.88% of the 13F portfolio, value $2,161,702.

    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 62,302 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $4,814,076.

    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).