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Investment Planning Advisors, Inc.: XLV position timeline

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

Investment Planning Advisors, Inc. held 1,468 XLV 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 1,468 shares
    Change vs previous 13F -469 shares

    0.06% of the 13F portfolio, value $247,192.

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

  2. period ended2026-06-30
    13F 1,937 shares
    Change vs previous 13F -1,156 shares

    0.07% of the 13F portfolio, value $307,279.

    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 3,093 shares
    Change vs previous 13F +436 shares

    0.12% of the 13F portfolio, value $453,423.

    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 2,657 shares
    Change vs previous 13F +331 shares

    0.12% of the 13F portfolio, value $411,250.

    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 2,326 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $323,667.

    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).