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CIK 0002024049 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("investment-planning-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0002024049-25-000008 |
| $318.0M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002024049-26-000003 | $431.8M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0002024049-25-000005 | $283.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002024049-26-000002 | $363.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0002024049-25-000002 | $246.1M | View |