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Investment Planning Advisors, Inc.: XRNPX position timeline

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

Investment Planning Advisors, Inc. held 17,188 XRNPX 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 17,188 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $320,556.

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

  2. period ended2026-06-30
    13F 17,145 shares
    Change vs previous 13F +131 shares

    0.08% of the 13F portfolio, value $348,044.

    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 17,014 shares
    Change vs previous 13F -130 shares

    0.09% of the 13F portfolio, value $336,197.

    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 17,144 shares
    Change vs previous 13F +3,606 shares

    0.1% of the 13F portfolio, value $340,480.

    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 13,538 shares
    Change vs previous 13F -1,801 shares

    0.1% of the 13F portfolio, value $304,334.

    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 15,339 shares
    Change vs previous 13F -8,147 shares

    0.12% of the 13F portfolio, value $349,258.

    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 23,486 shares
    Change vs previous 13F -1,821 shares

    0.21% of the 13F portfolio, value $518,325.

    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 25,307 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $528,906.

    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).