Skip to content
Disclosery

Investment Planning Advisors, Inc.: SCMB position timeline

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

Investment Planning Advisors, Inc. held 90,645 SCMB shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,645 shares
    Change vs previous 13F -278 shares

    0.54% of the 13F portfolio, value $2,340,454.

    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).

  2. period ended2026-03-31
    13F 90,923 shares
    Change vs previous 13F +8,592 shares

    0.64% of the 13F portfolio, value $2,316,718.

    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).

  3. period ended2025-12-31
    13F 82,331 shares
    Change vs previous 13F +13,515 shares

    0.62% of the 13F portfolio, value $2,120,847.

    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).

  4. period ended2025-09-30
    13F 68,816 shares
    Change vs previous 13F +6,777 shares

    0.55% of the 13F portfolio, value $1,762,378.

    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).

  5. period ended2025-06-30
    13F 62,039 shares
    Change vs previous 13F +6,572 shares

    0.55% of the 13F portfolio, value $1,562,142.

    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).

  6. period ended2025-03-31
    13F 55,467 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,407,198.

    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).