Skip to content
Disclosery

Investment Planning Advisors, Inc.: VIG position timeline

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

Investment Planning Advisors, Inc. held 4,990 VIG 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 4,990 shares
    Change vs previous 13F -207 shares

    0.26% of the 13F portfolio, value $1,164,123.

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

  2. period ended2026-06-30
    13F 5,197 shares
    Change vs previous 13F -135 shares

    0.28% of the 13F portfolio, value $1,229,823.

    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 5,332 shares
    Change vs previous 13F -354 shares

    0.32% of the 13F portfolio, value $1,146,772.

    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 5,686 shares
    Change vs previous 13F +8 shares

    0.36% of the 13F portfolio, value $1,249,582.

    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 5,678 shares
    Change vs previous 13F +213 shares

    0.39% of the 13F portfolio, value $1,225,159.

    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 5,465 shares
    Change vs previous 13F +1,242 shares

    0.4% of the 13F portfolio, value $1,118,433.

    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 4,223 shares
    Change vs previous 13F +429 shares

    0.33% of the 13F portfolio, value $819,136.

    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 3,794 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $743,024.

    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).