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Investment Planning Advisors, Inc.: CSB position timeline

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

Investment Planning Advisors, Inc. held 8,044 CSB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,044 shares
    Change vs previous 13F +301 shares

    0.12% of the 13F portfolio, value $527,626.

    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).

  2. period ended2026-03-31
    13F 7,743 shares
    Change vs previous 13F +143 shares

    0.13% of the 13F portfolio, value $478,150.

    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).

  3. period ended2025-12-31
    13F 7,600 shares
    Change vs previous 13F +222 shares

    0.13% of the 13F portfolio, value $445,450.

    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).

  4. period ended2025-09-30
    13F 7,378 shares
    Change vs previous 13F -2,544 shares

    0.14% of the 13F portfolio, value $436,414.

    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).

  5. period ended2025-06-30
    13F 9,922 shares
    Change vs previous 13F -4,230 shares

    0.19% of the 13F portfolio, value $549,778.

    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).

  6. period ended2025-03-31
    13F 14,152 shares
    Change vs previous 13F +2,358 shares

    0.33% of the 13F portfolio, value $812,466.

    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).

  7. period ended2024-12-31
    13F 11,794 shares
    Change vs previous 13F -5,493 shares

    0.31% of the 13F portfolio, value $700,564.

    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).

  8. period ended2024-09-30
    13F 17,287 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $923,817.

    13F-HR 0002024049-24-000004 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).