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Investment Planning Advisors, Inc.: VT position timeline

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

Investment Planning Advisors, Inc. held 18,206 VT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,206 shares
    Change vs previous 13F +663 shares

    0.66% of the 13F portfolio, value $2,857,366.

    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).

  2. period ended2026-03-31
    13F 17,543 shares
    Change vs previous 13F +329 shares

    0.67% of the 13F portfolio, value $2,426,559.

    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).

  3. period ended2025-12-31
    13F 17,214 shares
    Change vs previous 13F +929 shares

    0.71% of the 13F portfolio, value $2,428,229.

    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).

  4. period ended2025-09-30
    13F 16,285 shares
    Change vs previous 13F +1,743 shares

    0.71% of the 13F portfolio, value $2,244,118.

    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).

  5. period ended2025-06-30
    13F 14,542 shares
    Change vs previous 13F +1,375 shares

    0.66% of the 13F portfolio, value $1,868,977.

    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).

  6. period ended2025-03-31
    13F 13,167 shares
    Change vs previous 13F +1,507 shares

    0.62% of the 13F portfolio, value $1,526,720.

    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).

  7. period ended2024-12-31
    13F 11,660 shares
    Change vs previous 13F +1,851 shares

    0.6% of the 13F portfolio, value $1,369,794.

    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).

  8. period ended2024-09-30
    13F 9,809 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,104,735.

    13F-HR 0002024049-24-000004 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).