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Guidance Point Advisors, LLC: IBDW position timeline

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

Guidance Point Advisors, LLC held 431,138 IBDW 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 431,138 shares
    Change vs previous 13F +8,996 shares

    1.9% of the 13F portfolio, value $8,985,143.

    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 422,142 shares
    Change vs previous 13F +14,361 shares

    2.09% of the 13F portfolio, value $8,835,663.

    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 407,781 shares
    Change vs previous 13F +64,907 shares

    2% of the 13F portfolio, value $8,624,769.

    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 342,874 shares
    Change vs previous 13F +10,825 shares

    1.75% of the 13F portfolio, value $7,275,919.

    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 332,049 shares
    Change vs previous 13F +2,480 shares

    1.79% of the 13F portfolio, value $6,986,266.

    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 329,569 shares
    Change vs previous 13F +3,066 shares

    1.95% of the 13F portfolio, value $6,838,583.

    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 326,503 shares
    Change vs previous 13F +7,206 shares

    1.87% of the 13F portfolio, value $6,644,332.

    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 319,297 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $6,775,468.

    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).