Investment Planning Advisors, Inc. quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Investment Planning Advisors, Inc. opened 1 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was S&P GLOBAL INC (+$236,684); the largest decrease was S&P GLOBAL INC (+$236,684).
- S&P GLOBAL INC: Country of operation —; Class COM SHS; Shares 2026-03-31 0; Shares 2026-06-30 581.
Two Form 13F-HR filings compared (SEC CIK 2024049): 2026-03-31 (filed 2026-04-23) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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