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Investment Planning Advisors, Inc.: SPSM position timeline

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

Investment Planning Advisors, Inc. held 13,255 SPSM 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 13,255 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $700,682.

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

  2. period ended2026-06-30
    13F 13,132 shares
    Change vs previous 13F +59 shares

    0.18% of the 13F portfolio, value $757,337.

    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 13,073 shares
    Change vs previous 13F +647 shares

    0.17% of the 13F portfolio, value $631,705.

    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 12,426 shares
    Change vs previous 13F -201 shares

    0.17% of the 13F portfolio, value $582,290.

    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 12,627 shares
    Change vs previous 13F -5,912 shares

    0.18% of the 13F portfolio, value $584,887.

    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 18,539 shares
    Change vs previous 13F -6,643 shares

    0.28% of the 13F portfolio, value $789,755.

    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 25,182 shares
    Change vs previous 13F -138,068 shares

    0.42% of the 13F portfolio, value $1,026,424.

    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 163,250 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $7,333,212.

    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).