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Investment Planning Advisors, Inc.: CGIE position timeline

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

Investment Planning Advisors, Inc. held 36,186 CGIE 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 36,186 shares
    Change vs previous 13F -2,503 shares

    0.3% of the 13F portfolio, value $1,328,207.

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

  2. period ended2026-06-30
    13F 38,689 shares
    Change vs previous 13F +1,681 shares

    0.33% of the 13F portfolio, value $1,422,981.

    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 37,008 shares
    Change vs previous 13F -81 shares

    0.34% of the 13F portfolio, value $1,251,611.

    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 37,089 shares
    Change vs previous 13F +13,184 shares

    0.38% of the 13F portfolio, value $1,291,439.

    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 23,905 shares
    Change vs previous 13F -3,321 shares

    0.25% of the 13F portfolio, value $806,077.

    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 27,226 shares
    Change vs previous 13F -19,623 shares

    0.32% of the 13F portfolio, value $896,280.

    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 46,849 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,373,613.

    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).