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Guidance Point Advisors, LLC: IBDY position timeline

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

Guidance Point Advisors, LLC held 289,080 IBDY 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 289,080 shares
    Change vs previous 13F +10,801 shares

    1.57% of the 13F portfolio, value $7,442,402.

    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 278,279 shares
    Change vs previous 13F +13,318 shares

    1.7% of the 13F portfolio, value $7,193,570.

    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 264,961 shares
    Change vs previous 13F +14,364 shares

    1.61% of the 13F portfolio, value $6,926,142.

    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 250,597 shares
    Change vs previous 13F +7,146 shares

    1.59% of the 13F portfolio, value $6,573,318.

    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 243,451 shares
    Change vs previous 13F +9,995 shares

    1.62% of the 13F portfolio, value $6,306,575.

    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 233,456 shares
    Change vs previous 13F +3,078 shares

    1.7% of the 13F portfolio, value $5,967,114.

    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 230,378 shares
    Change vs previous 13F +9,788 shares

    1.63% of the 13F portfolio, value $5,782,523.

    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 220,590 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $5,823,595.

    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).