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Investment Planning Advisors, Inc.: PFF position timeline

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

Investment Planning Advisors, Inc. held 16,164 PFF 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 16,164 shares
    Change vs previous 13F -147 shares

    0.11% of the 13F portfolio, value $476,838.

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

  2. period ended2026-06-30
    13F 16,311 shares
    Change vs previous 13F +385 shares

    0.12% of the 13F portfolio, value $497,322.

    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 15,926 shares
    Change vs previous 13F +334 shares

    0.13% of the 13F portfolio, value $482,876.

    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 15,592 shares
    Change vs previous 13F -3,948 shares

    0.14% of the 13F portfolio, value $482,728.

    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 19,540 shares
    Change vs previous 13F -1,641 shares

    0.19% of the 13F portfolio, value $617,855.

    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 21,181 shares
    Change vs previous 13F -6,275 shares

    0.23% of the 13F portfolio, value $649,833.

    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 27,456 shares
    Change vs previous 13F -13 shares

    0.34% of the 13F portfolio, value $843,723.

    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 27,469 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $863,625.

    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).