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Investment Planning Advisors, Inc.: SCHF position timeline

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

Investment Planning Advisors, Inc. held 953,431 SCHF 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 953,431 shares
    Change vs previous 13F +281,587 shares

    5.91% of the 13F portfolio, value $26,190,746.

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

  2. period ended2026-06-30
    13F 671,844 shares
    Change vs previous 13F +157,549 shares

    4.31% of the 13F portfolio, value $18,610,083.

    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 514,295 shares
    Change vs previous 13F +195,797 shares

    3.5% of the 13F portfolio, value $12,728,811.

    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 318,498 shares
    Change vs previous 13F +34,933 shares

    2.23% of the 13F portfolio, value $7,656,697.

    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 283,565 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $6,601,385.

    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).