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Investment Planning Advisors, Inc.: WMT position timeline

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

Investment Planning Advisors, Inc. held 10,760 WMT 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 10,760 shares
    Change vs previous 13F +1,193 shares

    0.25% of the 13F portfolio, value $1,118,130.

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

  2. period ended2026-06-30
    13F 9,567 shares
    Change vs previous 13F +1,801 shares

    0.25% of the 13F portfolio, value $1,083,574.

    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 7,766 shares
    Change vs previous 13F +788 shares

    0.27% of the 13F portfolio, value $965,208.

    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 6,978 shares
    Change vs previous 13F +412 shares

    0.23% of the 13F portfolio, value $777,463.

    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 6,566 shares
    Change vs previous 13F +2,496 shares

    0.21% of the 13F portfolio, value $676,663.

    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 4,070 shares
    Change vs previous 13F +490 shares

    0.14% of the 13F portfolio, value $397,965.

    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 3,580 shares
    Change vs previous 13F +1,356 shares

    0.13% of the 13F portfolio, value $314,288.

    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 2,224 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,958.

    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).