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Investment Planning Advisors, Inc.: SUB position timeline

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

Investment Planning Advisors, Inc. held 5,721 SUB 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 5,721 shares
    Change vs previous 13F -120 shares

    0.13% of the 13F portfolio, value $598,036.

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

  2. period ended2026-06-30
    13F 5,841 shares
    Change vs previous 13F -788 shares

    0.14% of the 13F portfolio, value $621,912.

    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 6,629 shares
    Change vs previous 13F +98 shares

    0.19% of the 13F portfolio, value $705,971.

    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 6,531 shares
    Change vs previous 13F -120 shares

    0.2% of the 13F portfolio, value $696,817.

    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 6,651 shares
    Change vs previous 13F -285 shares

    0.22% of the 13F portfolio, value $710,212.

    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 6,936 shares
    Change vs previous 13F +1,477 shares

    0.26% of the 13F portfolio, value $737,574.

    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 5,459 shares
    Change vs previous 13F +1,423 shares

    0.23% of the 13F portfolio, value $576,470.

    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 4,036 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $425,717.

    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).