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Investment Planning Advisors, Inc.: FRDM position timeline

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

Investment Planning Advisors, Inc. held 317,800 FRDM 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 317,800 shares
    Change vs previous 13F -93,618 shares

    5.02% of the 13F portfolio, value $22,233,285.

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

  2. period ended2026-06-30
    13F 411,418 shares
    Change vs previous 13F -58,893 shares

    6.95% of the 13F portfolio, value $29,992,368.

    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 470,311 shares
    Change vs previous 13F -88,713 shares

    7.08% of the 13F portfolio, value $25,702,506.

    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 559,024 shares
    Change vs previous 13F +54,976 shares

    8.34% of the 13F portfolio, value $28,661,163.

    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 504,048 shares
    Change vs previous 13F +88,041 shares

    7.02% of the 13F portfolio, value $22,334,382.

    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 416,007 shares
    Change vs previous 13F +215,534 shares

    5.94% of the 13F portfolio, value $16,806,675.

    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 200,473 shares
    Change vs previous 13F +14,403 shares

    2.86% of the 13F portfolio, value $7,027,047.

    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 186,070 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,080,755.

    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).