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Investment Planning Advisors, Inc.: CGCP position timeline

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

Investment Planning Advisors, Inc. held 324,623 CGCP 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 324,623 shares
    Change vs previous 13F -18,398 shares

    1.55% of the 13F portfolio, value $6,872,269.

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

  2. period ended2026-06-30
    13F 343,021 shares
    Change vs previous 13F +6,293 shares

    1.77% of the 13F portfolio, value $7,645,938.

    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 336,728 shares
    Change vs previous 13F +3,945 shares

    2.07% of the 13F portfolio, value $7,522,504.

    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 332,783 shares
    Change vs previous 13F +104,629 shares

    2.19% of the 13F portfolio, value $7,534,207.

    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 228,154 shares
    Change vs previous 13F -613,214 shares

    1.63% of the 13F portfolio, value $5,183,659.

    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 841,368 shares
    Change vs previous 13F -24,211 shares

    6.69% of the 13F portfolio, value $18,930,780.

    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 865,579 shares
    Change vs previous 13F -20,531 shares

    7.9% of the 13F portfolio, value $19,432,249.

    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 886,110 shares
    Change vs previous 13F not available

    8.59% of the 13F portfolio, value $19,671,642.

    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).