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Investment Planning Advisors, Inc.: SEPI position timeline

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

Investment Planning Advisors, Inc. held 88,499 SEPI 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 88,499 shares
    Change vs previous 13F -3,565 shares

    0.57% of the 13F portfolio, value $2,542,576.

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

  2. period ended2026-06-30
    13F 92,064 shares
    Change vs previous 13F +2,716 shares

    0.59% of the 13F portfolio, value $2,563,982.

    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 89,348 shares
    Change vs previous 13F +17,440 shares

    0.62% of the 13F portfolio, value $2,238,614.

    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 71,908 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,891,899.

    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).