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Investment Planning Advisors, Inc.: SPMD position timeline

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

Investment Planning Advisors, Inc. held 11,318 SPMD 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 11,318 shares
    Change vs previous 13F +549 shares

    0.16% of the 13F portfolio, value $713,507.

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

  2. period ended2026-06-30
    13F 10,769 shares
    Change vs previous 13F +45 shares

    0.17% of the 13F portfolio, value $727,585.

    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 10,724 shares
    Change vs previous 13F -33 shares

    0.17% of the 13F portfolio, value $635,047.

    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 10,757 shares
    Change vs previous 13F -349 shares

    0.18% of the 13F portfolio, value $622,937.

    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 11,106 shares
    Change vs previous 13F -83 shares

    0.2% of the 13F portfolio, value $635,128.

    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 11,189 shares
    Change vs previous 13F -129 shares

    0.22% of the 13F portfolio, value $608,442.

    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 11,318 shares
    Change vs previous 13F -57,180 shares

    0.24% of the 13F portfolio, value $579,231.

    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 68,498 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,746,150.

    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).