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Investment Planning Advisors, Inc.: SPTM position timeline

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

Investment Planning Advisors, Inc. held 49,915 SPTM 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 49,915 shares
    Change vs previous 13F +1,592 shares

    1.04% of the 13F portfolio, value $4,594,632.

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

  2. period ended2026-06-30
    13F 48,323 shares
    Change vs previous 13F -739 shares

    1.02% of the 13F portfolio, value $4,387,289.

    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 49,062 shares
    Change vs previous 13F +716 shares

    1.07% of the 13F portfolio, value $3,878,875.

    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 48,346 shares
    Change vs previous 13F +2,449 shares

    1.16% of the 13F portfolio, value $3,988,565.

    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 45,897 shares
    Change vs previous 13F +4,656 shares

    1.16% of the 13F portfolio, value $3,701,620.

    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 41,241 shares
    Change vs previous 13F -135,078 shares

    1.09% of the 13F portfolio, value $3,088,511.

    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 176,319 shares
    Change vs previous 13F -6,278 shares

    4.87% of the 13F portfolio, value $11,991,441.

    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 182,597 shares
    Change vs previous 13F not available

    5.7% of the 13F portfolio, value $13,042,892.

    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).