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Investment Planning Advisors, Inc.: VXF position timeline

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

Investment Planning Advisors, Inc. held 131,351 VXF 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 131,351 shares
    Change vs previous 13F +5,519 shares

    6.87% of the 13F portfolio, value $30,424,896.

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

  2. period ended2026-06-30
    13F 125,832 shares
    Change vs previous 13F +6,361 shares

    7.17% of the 13F portfolio, value $30,981,086.

    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 119,471 shares
    Change vs previous 13F +12,591 shares

    6.77% of the 13F portfolio, value $24,587,048.

    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 106,880 shares
    Change vs previous 13F -56,796 shares

    6.51% of the 13F portfolio, value $22,350,701.

    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 163,676 shares
    Change vs previous 13F +11,131 shares

    10.78% of the 13F portfolio, value $34,263,897.

    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 152,545 shares
    Change vs previous 13F +25,154 shares

    10.39% of the 13F portfolio, value $29,396,989.

    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 127,391 shares
    Change vs previous 13F +90,680 shares

    8.92% of the 13F portfolio, value $21,944,359.

    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 36,711 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $6,974,287.

    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).