Back to COF-PN
Investment Planning Advisors, Inc. → COF-PN
Investment Planning Advisors, Inc. COF-PN Position History
COF-PN
Quarters held
39
Latest value
$1.3M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $692K |
| Q3 2025 | $13.6M |
| Q3 2025 | $669K |
| Q3 2025 | $5.2M |
| Q3 2025 | $428K |
| Q3 2025 | $806K |
| Q4 2025 | $432K |
| Q4 2025 | $3.2M |
| Q4 2025 | $628K |
| Q4 2025 | $14.3M |
| Q4 2025 | $689K |
| Q4 2025 | $7.5M |
| Q4 2025 | $502K |
| Q4 2025 | $1.3M |
| Q1 2026 | $434K |
| Q1 2026 | $2.8M |
| Q1 2026 | $686K |
| Q1 2026 | $1.4M |
| Q1 2026 | $676K |
| Q1 2026 | $7.5M |
| Q1 2026 | $363K |
| Q1 2026 | $1.3M |
| Q2 2026 | $504K |
| Q2 2026 | $3.1M |
| Q2 2026 | $782K |
| Q2 2026 | $1.6M |
| Q2 2026 | $874K |
| Q2 2026 | $7.6M |
| Q2 2026 | $338K |
| Q2 2026 | $1.4M |
| Q3 2026 | $451K |
| Q3 2026 | $3.1M |
| Q3 2026 | $773K |
| Q3 2026 | $1.6M |
| Q3 2026 | $869K |
| Q3 2026 | $6.9M |
| Q3 2026 | $283K |
| Q3 2026 | $1.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.3M | 36.2K | — | — |
| Q3 2026 | $283K | 10.8K | — | — |
| Q3 2026 | $6.9M | 324.6K | — | — |
| Q3 2026 | $869K | 21.9K | — | — |
| Q3 2026 | $1.6M | 35.1K | — | — |
| Q3 2026 | $773K | 22.2K | — | — |
| Q3 2026 | $3.1M | 64.8K | — | — |
| Q3 2026 | $451K | 13.1K | — | — |
| Q2 2026 | $1.4M | 38.7K | — | — |
| Q2 2026 | $338K | 12.4K | — | — |
| Q2 2026 | $7.6M | 343.0K | — | — |
| Q2 2026 | $874K | 20.6K | — | — |
| Q2 2026 | $1.6M | 35.2K | — | — |
| Q2 2026 | $782K | 22.2K | — | — |
| Q2 2026 | $3.1M | 66.4K | — | — |
| Q2 2026 | $504K | 14.6K | — | — |
| Q1 2026 | $1.3M | 37.0K | — | — |
| Q1 2026 | $363K | 13.3K | — | — |
| Q1 2026 | $7.5M | 336.7K | — | — |
| Q1 2026 | $676K | 20.3K | — | — |
| Q1 2026 | $1.4M | 36.6K | — | — |
| Q1 2026 | $686K | 22.5K | — | — |
| Q1 2026 | $2.8M | 70.7K | — | — |
| Q1 2026 | $434K | 14.7K | — | — |
| Q4 2025 | $1.3M | 37.1K | — | — |
| Q4 2025 | $502K | 18.2K | — | — |
| Q4 2025 | $7.5M | 332.8K | — | — |
| Q4 2025 | $689K | 19.9K | — | — |
| Q4 2025 | $14.3M | 355.0K | — | — |
| Q4 2025 | $628K | 19.9K | — | — |
| Q4 2025 | $3.2M | 72.9K | — | — |
| Q4 2025 | $432K | 14.6K | — | — |
| Q3 2025 | $806K | 23.9K | — | — |
| Q3 2025 | $428K | 15.4K | — | — |
| Q3 2025 | $5.2M | 228.2K | — | — |
| Q3 2025 | $669K | 19.6K | — | — |
| Q3 2025 | $13.6M | 344.8K | — | — |
| Q3 2025 | $692K | 22.5K | — | — |
| Q3 2025 | $3.1M | 71.2K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B