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Investment Planning Advisors, Inc.: TSLA position timeline

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

Investment Planning Advisors, Inc. held 1,690 TSLA 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 1,690 shares
    Change vs previous 13F +48 shares

    0.14% of the 13F portfolio, value $599,755.

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

  2. period ended2026-06-30
    13F 1,642 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $690,451.

    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 1,629 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $605,583.

    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 1,677 shares
    Change vs previous 13F +452 shares

    0.22% of the 13F portfolio, value $754,069.

    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 1,225 shares
    Change vs previous 13F +69 shares

    0.17% of the 13F portfolio, value $544,698.

    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 1,156 shares
    Change vs previous 13F -216 shares

    0.13% of the 13F portfolio, value $367,215.

    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 1,372 shares
    Change vs previous 13F +125 shares

    0.14% of the 13F portfolio, value $355,568.

    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 1,247 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $503,588.

    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).