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Platte River Wealth Advisors, LLC: IBDT position timeline

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

Platte River Wealth Advisors, LLC held 172,580 IBDT 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 172,580 shares
    Change vs previous 13F -31,751 shares

    1.18% of the 13F portfolio, value $4,405,967.

    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 204,331 shares
    Change vs previous 13F -25,123 shares

    1.42% of the 13F portfolio, value $5,061,279.

    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 229,454 shares
    Change vs previous 13F +31,109 shares

    1.63% of the 13F portfolio, value $5,714,552.

    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 198,345 shares
    Change vs previous 13F -44,305 shares

    1.65% of the 13F portfolio, value $4,976,476.

    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 242,650 shares
    Change vs previous 13F +665 shares

    2.13% of the 13F portfolio, value $5,830,880.

    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 241,985 shares
    Change vs previous 13F +51,185 shares

    2.08% of the 13F portfolio, value $5,928,633.

    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 190,800 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,758,552.

    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).