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Investment Planning Advisors, Inc.: CGGO position timeline

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

Investment Planning Advisors, Inc. held 21,853 CGGO 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 21,853 shares
    Change vs previous 13F +1,216 shares

    0.2% of the 13F portfolio, value $869,315.

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

  2. period ended2026-06-30
    13F 20,637 shares
    Change vs previous 13F +367 shares

    0.2% of the 13F portfolio, value $873,574.

    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 20,270 shares
    Change vs previous 13F +387 shares

    0.19% of the 13F portfolio, value $676,418.

    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 19,883 shares
    Change vs previous 13F +295 shares

    0.2% of the 13F portfolio, value $688,954.

    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 19,588 shares
    Change vs previous 13F +1,039 shares

    0.21% of the 13F portfolio, value $669,325.

    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 18,549 shares
    Change vs previous 13F -296,713 shares

    0.21% of the 13F portfolio, value $592,996.

    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 315,262 shares
    Change vs previous 13F +20,843 shares

    3.63% of the 13F portfolio, value $8,931,359.

    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 294,419 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $8,602,909.

    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).