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Investment Planning Advisors, Inc.: VPU position timeline

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

Investment Planning Advisors, Inc. held 3,795 VPU 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 3,795 shares
    Change vs previous 13F +222 shares

    0.15% of the 13F portfolio, value $648,999.

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

  2. period ended2026-06-30
    13F 3,573 shares
    Change vs previous 13F -60 shares

    0.16% of the 13F portfolio, value $699,336.

    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 3,633 shares
    Change vs previous 13F +14 shares

    0.2% of the 13F portfolio, value $719,744.

    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 3,619 shares
    Change vs previous 13F +16 shares

    0.19% of the 13F portfolio, value $669,621.

    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 3,603 shares
    Change vs previous 13F +89 shares

    0.21% of the 13F portfolio, value $682,538.

    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 3,514 shares
    Change vs previous 13F -2 shares

    0.22% of the 13F portfolio, value $620,185.

    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 3,516 shares
    Change vs previous 13F +15 shares

    0.24% of the 13F portfolio, value $600,516.

    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 3,501 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $572,186.

    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).