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Investment Planning Advisors, Inc.: CGGR position timeline

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

Investment Planning Advisors, Inc. held 64,811 CGGR 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 64,811 shares
    Change vs previous 13F -1,598 shares

    0.69% of the 13F portfolio, value $3,073,986.

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

  2. period ended2026-06-30
    13F 66,409 shares
    Change vs previous 13F -4,338 shares

    0.73% of the 13F portfolio, value $3,134,505.

    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 70,747 shares
    Change vs previous 13F -2,118 shares

    0.78% of the 13F portfolio, value $2,843,322.

    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 72,865 shares
    Change vs previous 13F +1,708 shares

    0.94% of the 13F portfolio, value $3,240,307.

    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 71,157 shares
    Change vs previous 13F -12,349 shares

    0.98% of the 13F portfolio, value $3,125,215.

    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 83,506 shares
    Change vs previous 13F -60,851 shares

    1.2% of the 13F portfolio, value $3,394,519.

    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 144,357 shares
    Change vs previous 13F not available

    2.01% of the 13F portfolio, value $4,944,227.

    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).