Guidance Point Advisors, LLC: IBDV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Guidance Point Advisors, LLC on IBDV, newest first. How the timeline and the estimate are built.
Guidance Point Advisors, LLC held 431,677 IBDV shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 431,677 sharesChange vs previous 13F +18,558 shares
1.99% of the 13F portfolio, value $9,410,876.
13F-HR 0001172661-26-002985 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 413,119 sharesChange vs previous 13F +15,503 shares
2.14% of the 13F portfolio, value $9,043,484.
13F-HR 0001172661-26-001740 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 397,616 sharesChange vs previous 13F +73,262 shares
2.03% of the 13F portfolio, value $8,775,686.
13F-HR 0001172661-26-000601 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 324,354 sharesChange vs previous 13F +4,644 shares
1.73% of the 13F portfolio, value $7,184,506.
13F-HR 0001172661-25-004412 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 319,710 sharesChange vs previous 13F +539 shares
1.81% of the 13F portfolio, value $7,027,254.
13F-HR 0001172661-25-002997 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 319,171 sharesChange vs previous 13F +1,648 shares
1.97% of the 13F portfolio, value $6,932,433.
13F-HR 0001172661-25-001819 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 317,523 sharesChange vs previous 13F +6,569 shares
1.91% of the 13F portfolio, value $6,782,322.
13F-HR 0001172661-25-000717 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 310,954 sharesChange vs previous 13F not available
2.01% of the 13F portfolio, value $6,893,871.
13F-HR 0001172661-24-004408 filed by Guidance Point Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).