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Investment Planning Advisors, Inc.: CGUS position timeline

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

Investment Planning Advisors, Inc. held 35,135 CGUS 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 35,135 shares
    Change vs previous 13F -96 shares

    0.35% of the 13F portfolio, value $1,563,521.

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

  2. period ended2026-06-30
    13F 35,231 shares
    Change vs previous 13F -1,395 shares

    0.36% of the 13F portfolio, value $1,567,079.

    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 36,626 shares
    Change vs previous 13F -318,401 shares

    0.39% of the 13F portfolio, value $1,407,155.

    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 355,027 shares
    Change vs previous 13F +10,201 shares

    4.16% of the 13F portfolio, value $14,282,755.

    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 344,826 shares
    Change vs previous 13F -443,185 shares

    4.29% of the 13F portfolio, value $13,634,429.

    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 788,011 shares
    Change vs previous 13F +135,636 shares

    10.28% of the 13F portfolio, value $29,101,232.

    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 652,375 shares
    Change vs previous 13F +132,736 shares

    8.85% of the 13F portfolio, value $21,789,324.

    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 519,639 shares
    Change vs previous 13F not available

    7.94% of the 13F portfolio, value $18,171,775.

    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).