Skip to content
Disclosery

Investment Planning Advisors, Inc.: MGK position timeline

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

Investment Planning Advisors, Inc. held 18,852 MGK 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 18,852 shares
    Change vs previous 13F -30 shares

    0.39% of the 13F portfolio, value $1,746,601.

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

  2. period ended2026-06-30
    13F 18,882 shares
    Change vs previous 13F +15,097 shares

    0.38% of the 13F portfolio, value $1,659,886.

    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 3,785 shares
    Change vs previous 13F -27 shares

    0.38% of the 13F portfolio, value $1,390,606.

    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 3,812 shares
    Change vs previous 13F -10 shares

    0.46% of the 13F portfolio, value $1,573,359.

    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 3,822 shares
    Change vs previous 13F +848 shares

    0.48% of the 13F portfolio, value $1,537,948.

    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 2,974 shares
    Change vs previous 13F +99 shares

    0.38% of the 13F portfolio, value $1,089,138.

    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 2,875 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $888,155.

    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 2,895 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $994,215.

    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).