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Investment Planning Advisors, Inc.: NVDA position timeline

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

Investment Planning Advisors, Inc. held 7,029 NVDA 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 7,029 shares
    Change vs previous 13F +789 shares

    0.36% of the 13F portfolio, value $1,605,325.

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

  2. period ended2026-06-30
    13F 6,240 shares
    Change vs previous 13F +1,993 shares

    0.29% of the 13F portfolio, value $1,248,536.

    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 4,247 shares
    Change vs previous 13F +987 shares

    0.2% of the 13F portfolio, value $740,738.

    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 3,260 shares
    Change vs previous 13F +94 shares

    0.18% of the 13F portfolio, value $607,931.

    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 3,166 shares
    Change vs previous 13F +454 shares

    0.19% of the 13F portfolio, value $590,745.

    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 2,712 shares
    Change vs previous 13F +342 shares

    0.15% of the 13F portfolio, value $428,501.

    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 2,370 shares
    Change vs previous 13F +452 shares

    0.1% of the 13F portfolio, value $256,878.

    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 1,918 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $257,590.

    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).