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Investment Planning Advisors, Inc.: VCRB position timeline

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

Investment Planning Advisors, Inc. held 501,923 VCRB 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 501,923 shares
    Change vs previous 13F +99,517 shares

    8.34% of the 13F portfolio, value $36,951,566.

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

  2. period ended2026-06-30
    13F 402,406 shares
    Change vs previous 13F +37,328 shares

    7.2% of the 13F portfolio, value $31,078,922.

    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 365,078 shares
    Change vs previous 13F +74,413 shares

    7.78% of the 13F portfolio, value $28,249,760.

    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 290,665 shares
    Change vs previous 13F +16,156 shares

    6.59% of the 13F portfolio, value $22,641,360.

    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 274,509 shares
    Change vs previous 13F not available

    6.77% of the 13F portfolio, value $21,524,233.

    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).