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Investment Planning Advisors, Inc.: SPGM position timeline

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

Investment Planning Advisors, Inc. held 76,774 SPGM 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 76,774 shares
    Change vs previous 13F +3,884 shares

    1.5% of the 13F portfolio, value $6,640,971.

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

  2. period ended2026-06-30
    13F 72,890 shares
    Change vs previous 13F +4,138 shares

    1.45% of the 13F portfolio, value $6,244,503.

    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 68,752 shares
    Change vs previous 13F +26,478 shares

    1.43% of the 13F portfolio, value $5,205,224.

    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 42,274 shares
    Change vs previous 13F +1,271 shares

    0.94% of the 13F portfolio, value $3,242,811.

    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 41,003 shares
    Change vs previous 13F +35,031 shares

    0.97% of the 13F portfolio, value $3,071,099.

    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 5,972 shares
    Change vs previous 13F -91,414 shares

    0.15% of the 13F portfolio, value $412,068.

    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 97,386 shares
    Change vs previous 13F +72,674 shares

    2.47% of the 13F portfolio, value $6,078,834.

    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 24,712 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,565,011.

    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).