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Investment Planning Advisors, Inc.: SPGP position timeline

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

Investment Planning Advisors, Inc. held 8,721 SPGP 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 8,721 shares
    Change vs previous 13F -53 shares

    0.23% of the 13F portfolio, value $1,036,251.

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

  2. period ended2026-06-30
    13F 8,774 shares
    Change vs previous 13F -272 shares

    0.25% of the 13F portfolio, value $1,072,968.

    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 9,046 shares
    Change vs previous 13F -3 shares

    0.27% of the 13F portfolio, value $973,495.

    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 9,049 shares
    Change vs previous 13F +7 shares

    0.3% of the 13F portfolio, value $1,030,325.

    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 9,042 shares
    Change vs previous 13F +190 shares

    0.32% of the 13F portfolio, value $1,027,366.

    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 8,852 shares
    Change vs previous 13F -248 shares

    0.34% of the 13F portfolio, value $953,308.

    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 9,100 shares
    Change vs previous 13F -17,294 shares

    0.37% of the 13F portfolio, value $908,898.

    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 26,394 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,768,224.

    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).