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Investment Planning Advisors, Inc.: TFI position timeline

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

Investment Planning Advisors, Inc. held 5,240 TFI 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 5,240 shares
    Change vs previous 13F +432 shares

    0.05% of the 13F portfolio, value $224,115.

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

  2. period ended2026-06-30
    13F 4,808 shares
    Change vs previous 13F -1,267 shares

    0.05% of the 13F portfolio, value $220,206.

    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 6,075 shares
    Change vs previous 13F +861 shares

    0.08% of the 13F portfolio, value $275,441.

    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 5,214 shares
    Change vs previous 13F -2,088 shares

    0.07% of the 13F portfolio, value $238,332.

    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 7,302 shares
    Change vs previous 13F -1,533 shares

    0.1% of the 13F portfolio, value $332,752.

    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 8,835 shares
    Change vs previous 13F -624 shares

    0.14% of the 13F portfolio, value $394,637.

    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 9,459 shares
    Change vs previous 13F +772 shares

    0.17% of the 13F portfolio, value $426,295.

    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 8,687 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $396,301.

    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).