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Investment Planning Advisors, Inc.: HELO position timeline

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

Investment Planning Advisors, Inc. held 4,888 HELO 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 4,888 shares
    Change vs previous 13F -12 shares

    0.08% of the 13F portfolio, value $338,092.

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

  2. period ended2026-06-30
    13F 4,900 shares
    Change vs previous 13F +806 shares

    0.08% of the 13F portfolio, value $331,126.

    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 4,094 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $261,665.

    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 4,100 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $272,364.

    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 4,096 shares
    Change vs previous 13F -199,346 shares

    0.08% of the 13F portfolio, value $266,244.

    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 203,442 shares
    Change vs previous 13F not available

    4.5% of the 13F portfolio, value $12,731,390.

    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).