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Investment Planning Advisors, Inc.: HD position timeline

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

Investment Planning Advisors, Inc. held 1,413 HD 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 1,413 shares
    Change vs previous 13F +139 shares

    0.09% of the 13F portfolio, value $402,107.

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

  2. period ended2026-06-30
    13F 1,274 shares
    Change vs previous 13F +243 shares

    0.1% of the 13F portfolio, value $449,228.

    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 1,031 shares
    Change vs previous 13F +255 shares

    0.09% of the 13F portfolio, value $339,137.

    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 776 shares
    Change vs previous 13F +74 shares

    0.08% of the 13F portfolio, value $266,997.

    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 702 shares
    Change vs previous 13F +145 shares

    0.09% of the 13F portfolio, value $284,507.

    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 557 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $204,364.

    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).