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Investment Planning Advisors, Inc.: SRLN position timeline

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

Investment Planning Advisors, Inc. held 11,110 SRLN 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 11,110 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $448,733.

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

  2. period ended2026-06-30
    13F 11,052 shares
    Change vs previous 13F +1,192 shares

    0.1% of the 13F portfolio, value $445,285.

    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 9,860 shares
    Change vs previous 13F +601 shares

    0.11% of the 13F portfolio, value $395,780.

    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 9,259 shares
    Change vs previous 13F +226 shares

    0.11% of the 13F portfolio, value $382,119.

    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 9,033 shares
    Change vs previous 13F -597 shares

    0.12% of the 13F portfolio, value $375,592.

    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 9,630 shares
    Change vs previous 13F -3,350 shares

    0.14% of the 13F portfolio, value $400,512.

    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 12,980 shares
    Change vs previous 13F -414 shares

    0.22% of the 13F portfolio, value $533,867.

    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 13,394 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $558,932.

    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).