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Investment Planning Advisors, Inc.: SPYM position timeline

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

Investment Planning Advisors, Inc. held 630,403 SPYM 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 630,403 shares
    Change vs previous 13F +25,468 shares

    12.77% of the 13F portfolio, value $56,585,009.

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

  2. period ended2026-06-30
    13F 604,935 shares
    Change vs previous 13F +26,732 shares

    12.31% of the 13F portfolio, value $53,161,731.

    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 578,203 shares
    Change vs previous 13F +54,111 shares

    12.19% of the 13F portfolio, value $44,255,642.

    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 524,092 shares
    Change vs previous 13F +6,952 shares

    12.24% of the 13F portfolio, value $42,042,635.

    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 517,140 shares
    Change vs previous 13F +117,117 shares

    12.74% of the 13F portfolio, value $40,512,762.

    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 400,023 shares
    Change vs previous 13F +30,190 shares

    10.28% of the 13F portfolio, value $29,077,676.

    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 369,833 shares
    Change vs previous 13F +73,610 shares

    9.88% of the 13F portfolio, value $24,320,185.

    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 296,223 shares
    Change vs previous 13F not available

    8.92% of the 13F portfolio, value $20,421,588.

    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).