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Investment Planning Advisors, Inc.: ICSH position timeline

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

Investment Planning Advisors, Inc. held 9,678 ICSH 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 9,678 shares
    Change vs previous 13F -421 shares

    0.11% of the 13F portfolio, value $487,771.

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

  2. period ended2026-06-30
    13F 10,099 shares
    Change vs previous 13F -3,601 shares

    0.12% of the 13F portfolio, value $510,793.

    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 13,700 shares
    Change vs previous 13F +197 shares

    0.19% of the 13F portfolio, value $693,483.

    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 13,503 shares
    Change vs previous 13F +4,781 shares

    0.2% of the 13F portfolio, value $682,981.

    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 8,722 shares
    Change vs previous 13F +746 shares

    0.14% of the 13F portfolio, value $442,647.

    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 7,976 shares
    Change vs previous 13F -2,824 shares

    0.14% of the 13F portfolio, value $404,463.

    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 10,800 shares
    Change vs previous 13F +415 shares

    0.22% of the 13F portfolio, value $547,560.

    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 10,385 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $523,716.

    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).