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Investment Planning Advisors, Inc.: FLOT position timeline

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

Investment Planning Advisors, Inc. held 257,539 FLOT 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 257,539 shares
    Change vs previous 13F +25,337 shares

    2.97% of the 13F portfolio, value $13,147,386.

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

  2. period ended2026-06-30
    13F 232,202 shares
    Change vs previous 13F +20,437 shares

    2.75% of the 13F portfolio, value $11,853,905.

    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 211,765 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $10,789,427.

    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).