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Investment Planning Advisors, Inc.: FBND position timeline

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

Investment Planning Advisors, Inc. held 9,194 FBND 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 9,194 shares
    Change vs previous 13F -1,472 shares

    0.09% of the 13F portfolio, value $398,120.

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

  2. period ended2026-06-30
    13F 10,666 shares
    Change vs previous 13F -362,376 shares

    0.11% of the 13F portfolio, value $485,187.

    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 373,042 shares
    Change vs previous 13F +3,326 shares

    4.69% of the 13F portfolio, value $17,018,165.

    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 369,716 shares
    Change vs previous 13F +14,903 shares

    4.96% of the 13F portfolio, value $17,021,734.

    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 354,813 shares
    Change vs previous 13F -127,704 shares

    5.16% of the 13F portfolio, value $16,406,575.

    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 482,517 shares
    Change vs previous 13F +258,834 shares

    7.8% of the 13F portfolio, value $22,075,154.

    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 223,683 shares
    Change vs previous 13F -1,562 shares

    4.15% of the 13F portfolio, value $10,211,125.

    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 225,245 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $10,106,726.

    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).