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Investment Planning Advisors, Inc.: RWL position timeline

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

Investment Planning Advisors, Inc. held 335,973 RWL 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 335,973 shares
    Change vs previous 13F +13,513 shares

    9.76% of the 13F portfolio, value $43,232,978.

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

  2. period ended2026-06-30
    13F 322,460 shares
    Change vs previous 13F +78,748 shares

    9.54% of the 13F portfolio, value $41,197,521.

    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 243,712 shares
    Change vs previous 13F +77,853 shares

    7.71% of the 13F portfolio, value $28,004,899.

    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 165,859 shares
    Change vs previous 13F +4,085 shares

    5.53% of the 13F portfolio, value $18,990,906.

    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 161,774 shares
    Change vs previous 13F +137,540 shares

    5.63% of the 13F portfolio, value $17,901,859.

    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 24,234 shares
    Change vs previous 13F +2,614 shares

    0.89% of the 13F portfolio, value $2,527,361.

    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 21,620 shares
    Change vs previous 13F -118,968 shares

    0.87% of the 13F portfolio, value $2,147,746.

    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 140,588 shares
    Change vs previous 13F not available

    6.01% of the 13F portfolio, value $13,766,392.

    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).