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Guidance Point Advisors, LLC: IBDT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guidance Point Advisors, LLC on IBDT, newest first. How the timeline and the estimate are built.

Guidance Point Advisors, LLC held 266,941 IBDT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,941 shares
    Change vs previous 13F +14,664 shares

    1.42% of the 13F portfolio, value $6,740,878.

    13F-HR 0001172661-26-002985 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 252,277 shares
    Change vs previous 13F +9,757 shares

    1.51% of the 13F portfolio, value $6,390,768.

    13F-HR 0001172661-26-001740 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 242,520 shares
    Change vs previous 13F +44,604 shares

    1.43% of the 13F portfolio, value $6,173,834.

    13F-HR 0001172661-26-000601 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 197,916 shares
    Change vs previous 13F +16,895 shares

    1.22% of the 13F portfolio, value $5,050,946.

    13F-HR 0001172661-25-004412 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 181,021 shares
    Change vs previous 13F +627 shares

    1.18% of the 13F portfolio, value $4,601,558.

    13F-HR 0001172661-25-002997 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 180,394 shares
    Change vs previous 13F +3,861 shares

    1.3% of the 13F portfolio, value $4,556,770.

    13F-HR 0001172661-25-001819 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 176,533 shares
    Change vs previous 13F +3,285 shares

    1.24% of the 13F portfolio, value $4,395,682.

    13F-HR 0001172661-25-000717 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 173,248 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $4,422,993.

    13F-HR 0001172661-24-004408 filed by Guidance Point Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).