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Investment Planning Advisors, Inc.: RSP position timeline

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

Investment Planning Advisors, Inc. held 167,023 RSP 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 167,023 shares
    Change vs previous 13F +7,412 shares

    7.84% of the 13F portfolio, value $34,744,211.

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

  2. period ended2026-06-30
    13F 159,611 shares
    Change vs previous 13F +152,419 shares

    7.86% of the 13F portfolio, value $33,960,521.

    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 7,192 shares
    Change vs previous 13F -73,855 shares

    0.38% of the 13F portfolio, value $1,380,230.

    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 81,047 shares
    Change vs previous 13F +76,466 shares

    4.52% of the 13F portfolio, value $15,525,440.

    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 4,581 shares
    Change vs previous 13F +680 shares

    0.27% of the 13F portfolio, value $868,976.

    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 3,901 shares
    Change vs previous 13F -283 shares

    0.25% of the 13F portfolio, value $708,957.

    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 4,184 shares
    Change vs previous 13F +20 shares

    0.29% of the 13F portfolio, value $724,838.

    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 4,164 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $729,732.

    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).