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Platte River Wealth Advisors, LLC: IBDS position timeline

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

Platte River Wealth Advisors, LLC held 198,298 IBDS shares at 2024-09-30 per its 13F-HR filed 2024-10-07.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 198,298 shares
    Change vs previous 13F -37,990 shares

    1.3% of the 13F portfolio, value $4,832,522.

    13F-HR 0001802013-24-000006 filed by Platte River Wealth 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 ended2024-06-30
    13F 236,288 shares
    Change vs previous 13F -47,234 shares

    1.57% of the 13F portfolio, value $5,607,114.

    13F-HR 0001802013-24-000004 filed by Platte River Wealth 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 ended2024-03-31
    13F 283,522 shares
    Change vs previous 13F +14,301 shares

    1.92% of the 13F portfolio, value $6,747,824.

    13F-HR 0001802013-24-000003 filed by Platte River Wealth 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 ended2023-12-31
    13F 269,221 shares
    Change vs previous 13F -8,821 shares

    2.13% of the 13F portfolio, value $6,442,459.

    13F-HR 0001802013-24-000001 filed by Platte River Wealth 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 ended2023-09-30
    13F 278,042 shares
    Change vs previous 13F -18,090 shares

    2.35% of the 13F portfolio, value $6,433,892.

    13F-HR 0001802013-23-000005 filed by Platte River Wealth 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 ended2023-06-30
    13F 296,132 shares
    Change vs previous 13F +15,099 shares

    2.44% of the 13F portfolio, value $6,953,179.

    13F-HR 0001802013-23-000004 filed by Platte River Wealth 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 ended2023-03-31
    13F 281,033 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $6,694,206.

    13F-HR 0001802013-23-000002 filed by Platte River Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).