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Guidance Point Advisors, LLC: IBDX position timeline

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

Guidance Point Advisors, LLC held 325,556 IBDX 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 325,556 shares
    Change vs previous 13F +9,880 shares

    1.73% of the 13F portfolio, value $8,200,817.

    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 315,676 shares
    Change vs previous 13F +11,699 shares

    1.89% of the 13F portfolio, value $7,977,217.

    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 303,977 shares
    Change vs previous 13F +22,018 shares

    1.8% of the 13F portfolio, value $7,760,603.

    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 281,959 shares
    Change vs previous 13F +3,546 shares

    1.74% of the 13F portfolio, value $7,223,914.

    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 278,413 shares
    Change vs previous 13F +2,261 shares

    1.81% of the 13F portfolio, value $7,039,613.

    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 276,152 shares
    Change vs previous 13F +3,527 shares

    1.97% of the 13F portfolio, value $6,901,032.

    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 272,625 shares
    Change vs previous 13F +5,917 shares

    1.88% of the 13F portfolio, value $6,701,109.

    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 266,708 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $6,857,089.

    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).