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Investment Planning Advisors, Inc.: FMB position timeline

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

Investment Planning Advisors, Inc. held 6,831 FMB 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 6,831 shares
    Change vs previous 13F -70,709 shares

    0.07% of the 13F portfolio, value $326,913.

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

  2. period ended2026-06-30
    13F 77,540 shares
    Change vs previous 13F +745 shares

    0.92% of the 13F portfolio, value $3,982,999.

    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 76,795 shares
    Change vs previous 13F +1,689 shares

    1.07% of the 13F portfolio, value $3,890,427.

    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).

  4. period ended2025-12-31
    13F 75,106 shares
    Change vs previous 13F +7,812 shares

    1.12% of the 13F portfolio, value $3,840,567.

    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 67,294 shares
    Change vs previous 13F +9,060 shares

    1.07% of the 13F portfolio, value $3,411,915.

    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 58,234 shares
    Change vs previous 13F +588 shares

    1.03% of the 13F portfolio, value $2,901,229.

    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 57,646 shares
    Change vs previous 13F +8,882 shares

    1.18% of the 13F portfolio, value $2,906,653.

    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 48,764 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,487,442.

    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).