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Platte River Wealth Advisors, LLC: IBDV position timeline

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

Platte River Wealth Advisors, LLC held 308,777 IBDV 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 308,777 shares
    Change vs previous 13F -6,428 shares

    1.84% of the 13F portfolio, value $6,845,586.

    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 315,205 shares
    Change vs previous 13F -4,800 shares

    1.88% of the 13F portfolio, value $6,701,258.

    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 320,005 shares
    Change vs previous 13F +57,976 shares

    1.95% of the 13F portfolio, value $6,848,107.

    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 262,029 shares
    Change vs previous 13F -59,888 shares

    1.88% of the 13F portfolio, value $5,670,308.

    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 321,917 shares
    Change vs previous 13F -4,515 shares

    2.4% of the 13F portfolio, value $6,560,668.

    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 326,432 shares
    Change vs previous 13F +314,732 shares

    2.43% of the 13F portfolio, value $6,920,358.

    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 11,700 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $251,901.

    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).