Skip to content
Disclosery

Investment Planning Advisors, Inc.: DFAX position timeline

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

Investment Planning Advisors, Inc. held 40,480 DFAX 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 40,480 shares
    Change vs previous 13F +228 shares

    0.34% of the 13F portfolio, value $1,498,562.

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

  2. period ended2026-06-30
    13F 40,252 shares
    Change vs previous 13F +377 shares

    0.34% of the 13F portfolio, value $1,482,897.

    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 39,875 shares
    Change vs previous 13F +884 shares

    0.37% of the 13F portfolio, value $1,354,544.

    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 38,991 shares
    Change vs previous 13F +1,364 shares

    0.37% of the 13F portfolio, value $1,276,163.

    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 37,627 shares
    Change vs previous 13F +3,824 shares

    0.37% of the 13F portfolio, value $1,180,744.

    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 33,803 shares
    Change vs previous 13F +1,684 shares

    0.35% of the 13F portfolio, value $992,798.

    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 32,119 shares
    Change vs previous 13F +3,300 shares

    0.34% of the 13F portfolio, value $841,518.

    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 28,819 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $716,434.

    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).