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Disclosery

Guidance Point Advisors, LLC: IBDZ position timeline

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

Guidance Point Advisors, LLC held 292,677 IBDZ 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 292,677 shares
    Change vs previous 13F +11,269 shares

    1.61% of the 13F portfolio, value $7,624,273.

    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 281,408 shares
    Change vs previous 13F +23,567 shares

    1.74% of the 13F portfolio, value $7,333,534.

    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 257,841 shares
    Change vs previous 13F +19,357 shares

    1.58% of the 13F portfolio, value $6,799,290.

    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 238,484 shares
    Change vs previous 13F +25,593 shares

    1.52% of the 13F portfolio, value $6,312,721.

    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 212,891 shares
    Change vs previous 13F +15,828 shares

    1.43% of the 13F portfolio, value $5,562,839.

    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 197,063 shares
    Change vs previous 13F +10,305 shares

    1.45% of the 13F portfolio, value $5,081,339.

    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 186,758 shares
    Change vs previous 13F +25,996 shares

    1.34% of the 13F portfolio, value $4,752,982.

    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 160,762 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,293,949.

    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).