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Investment Planning Advisors, Inc.: MUB position timeline

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

Investment Planning Advisors, Inc. held 8,733 MUB 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 8,733 shares
    Change vs previous 13F -710 shares

    0.2% of the 13F portfolio, value $882,890.

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

  2. period ended2026-06-30
    13F 9,443 shares
    Change vs previous 13F -1,686 shares

    0.24% of the 13F portfolio, value $1,016,291.

    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 11,129 shares
    Change vs previous 13F -3,422 shares

    0.33% of the 13F portfolio, value $1,181,309.

    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 14,551 shares
    Change vs previous 13F +968 shares

    0.45% of the 13F portfolio, value $1,558,520.

    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 13,583 shares
    Change vs previous 13F +100 shares

    0.45% of the 13F portfolio, value $1,446,446.

    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 13,483 shares
    Change vs previous 13F +1,340 shares

    0.5% of the 13F portfolio, value $1,408,704.

    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 12,143 shares
    Change vs previous 13F -12,361 shares

    0.52% of the 13F portfolio, value $1,280,358.

    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 24,504 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,610,941.

    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).