Investment Planning Advisors, Inc. SEC EDGAR Filings (CIK 0002024049)

SEC EDGAR filings, ownership reports, and insider transactions for Investment Planning Advisors, Inc..

Business address
327 Dahlonega Street,, Suite 503, Cumming, GA, 30040
Top securities (13F)
SPYM, MGC, FRDM, VCRB, VXF, RWL, FBND, QQQM, RSP, CGUS, BINC, BSV, SCHF, CGCP, JPEF, SPTM, FMB, SPGM, CGGR, and OAKM
State of incorporation
GA
Fiscal year end
31 December
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Investment Planning Advisors, Inc. has filed 9 SEC EDGAR filings since 22 Jul 2024

Latest Filings

Recent SEC filings for Investment Planning Advisors, Inc. including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2026 31 Dec 2025 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-24228
N-PX Open N-PX document View SEC filing for N-PX 21 Jul 2025 30 Jun 2025 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2024 30 Sep 2024 028-24228
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2024 30 Jun 2024 028-24228
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2024 30 Jun 2024 028-24228

About this filer

Investment Planning Advisors, Inc. files with the SEC under CIK 0002024049. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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