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Investment Planning Advisors, Inc.: JPIE position timeline

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

Investment Planning Advisors, Inc. held 17,426 JPIE 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 17,426 shares
    Change vs previous 13F -1,895 shares

    0.18% of the 13F portfolio, value $782,231.

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

  2. period ended2026-06-30
    13F 19,321 shares
    Change vs previous 13F +949 shares

    0.21% of the 13F portfolio, value $889,723.

    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 18,372 shares
    Change vs previous 13F -1,642 shares

    0.23% of the 13F portfolio, value $846,406.

    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 20,014 shares
    Change vs previous 13F -161 shares

    0.27% of the 13F portfolio, value $926,444.

    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 20,175 shares
    Change vs previous 13F -302 shares

    0.29% of the 13F portfolio, value $936,344.

    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 20,477 shares
    Change vs previous 13F -205,692 shares

    0.34% of the 13F portfolio, value $948,482.

    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 226,169 shares
    Change vs previous 13F +5,897 shares

    4.23% of the 13F portfolio, value $10,419,602.

    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 220,272 shares
    Change vs previous 13F not available

    4.39% of the 13F portfolio, value $10,048,809.

    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).