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Investment Planning Advisors, Inc.: GPIX position timeline

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

Investment Planning Advisors, Inc. held 35,993 GPIX 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 35,993 shares
    Change vs previous 13F -106 shares

    0.45% of the 13F portfolio, value $2,009,489.

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

  2. period ended2026-06-30
    13F 36,099 shares
    Change vs previous 13F +596 shares

    0.46% of the 13F portfolio, value $2,006,021.

    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 35,503 shares
    Change vs previous 13F +5,455 shares

    0.49% of the 13F portfolio, value $1,776,570.

    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 30,048 shares
    Change vs previous 13F +5,743 shares

    0.46% of the 13F portfolio, value $1,586,534.

    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 24,305 shares
    Change vs previous 13F -428 shares

    0.4% of the 13F portfolio, value $1,269,450.

    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 24,733 shares
    Change vs previous 13F +1,668 shares

    0.44% of the 13F portfolio, value $1,232,198.

    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 23,065 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,075,060.

    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).