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Guidance Point Advisors, LLC: IBTM position timeline

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

Guidance Point Advisors, LLC held 15,121 IBTM 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 15,121 shares
    Change vs previous 13F +506 shares

    0.07% of the 13F portfolio, value $343,171.

    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 14,615 shares
    Change vs previous 13F +902 shares

    0.08% of the 13F portfolio, value $335,128.

    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 13,713 shares
    Change vs previous 13F +239 shares

    0.07% of the 13F portfolio, value $316,427.

    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 13,474 shares
    Change vs previous 13F +2,510 shares

    0.08% of the 13F portfolio, value $311,654.

    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 10,964 shares
    Change vs previous 13F +775 shares

    0.06% of the 13F portfolio, value $252,501.

    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 10,189 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $233,226.

    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).