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Investment Planning Advisors, Inc.: IVV position timeline

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

Investment Planning Advisors, Inc. held 2,548 IVV 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 2,548 shares
    Change vs previous 13F -6 shares

    0.44% of the 13F portfolio, value $1,951,173.

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

  2. period ended2026-06-30
    13F 2,554 shares
    Change vs previous 13F +49 shares

    0.44% of the 13F portfolio, value $1,912,352.

    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 2,505 shares
    Change vs previous 13F +69 shares

    0.45% of the 13F portfolio, value $1,636,122.

    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 2,436 shares
    Change vs previous 13F +76 shares

    0.49% of the 13F portfolio, value $1,668,441.

    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 2,360 shares
    Change vs previous 13F +1,380 shares

    0.5% of the 13F portfolio, value $1,579,436.

    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 980 shares
    Change vs previous 13F +121 shares

    0.22% of the 13F portfolio, value $608,556.

    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 859 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $482,672.

    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 859 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $505,676.

    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).