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Platte River Wealth Advisors, LLC: IBDW position timeline

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

Platte River Wealth Advisors, LLC held 225,338 IBDW 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 225,338 shares
    Change vs previous 13F +3,311 shares

    1.28% of the 13F portfolio, value $4,781,672.

    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 222,027 shares
    Change vs previous 13F -7,715 shares

    1.26% of the 13F portfolio, value $4,504,928.

    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 229,742 shares
    Change vs previous 13F +73,792 shares

    1.34% of the 13F portfolio, value $4,707,414.

    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 155,950 shares
    Change vs previous 13F -22,306 shares

    1.07% of the 13F portfolio, value $3,239,082.

    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 178,256 shares
    Change vs previous 13F -13,370 shares

    1.26% of the 13F portfolio, value $3,455,493.

    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 191,626 shares
    Change vs previous 13F +179,476 shares

    1.36% of the 13F portfolio, value $3,884,259.

    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 12,150 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $250,777.

    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).