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Investment Planning Advisors, Inc.: JPST position timeline

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

Investment Planning Advisors, Inc. held 48,183 JPST 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 48,183 shares
    Change vs previous 13F -2,233 shares

    0.55% of the 13F portfolio, value $2,426,998.

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

  2. period ended2026-06-30
    13F 50,416 shares
    Change vs previous 13F +34,321 shares

    0.59% of the 13F portfolio, value $2,549,551.

    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 16,095 shares
    Change vs previous 13F -2,630 shares

    0.22% of the 13F portfolio, value $814,588.

    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 18,725 shares
    Change vs previous 13F -175 shares

    0.28% of the 13F portfolio, value $947,277.

    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 18,900 shares
    Change vs previous 13F +5,976 shares

    0.3% of the 13F portfolio, value $958,798.

    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 12,924 shares
    Change vs previous 13F +4,568 shares

    0.23% of the 13F portfolio, value $654,991.

    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 8,356 shares
    Change vs previous 13F +321 shares

    0.17% of the 13F portfolio, value $423,087.

    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 8,035 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $404,744.

    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).