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Investment Planning Advisors, Inc.: CGMS position timeline

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

Investment Planning Advisors, Inc. held 10,779 CGMS 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 10,779 shares
    Change vs previous 13F -1,588 shares

    0.06% of the 13F portfolio, value $282,733.

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

  2. period ended2026-06-30
    13F 12,367 shares
    Change vs previous 13F -962 shares

    0.08% of the 13F portfolio, value $337,990.

    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 13,329 shares
    Change vs previous 13F -4,862 shares

    0.1% of the 13F portfolio, value $362,949.

    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 18,191 shares
    Change vs previous 13F +2,762 shares

    0.15% of the 13F portfolio, value $502,435.

    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 15,429 shares
    Change vs previous 13F -2,409 shares

    0.13% of the 13F portfolio, value $428,155.

    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 17,838 shares
    Change vs previous 13F -9,569 shares

    0.17% of the 13F portfolio, value $492,686.

    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 27,407 shares
    Change vs previous 13F -2,295 shares

    0.3% of the 13F portfolio, value $748,211.

    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 29,702 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $810,271.

    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).