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Platte River Wealth Advisors, LLC: IBDX position timeline

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

Platte River Wealth Advisors, LLC held 180,513 IBDX 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 180,513 shares
    Change vs previous 13F +2,617 shares

    1.25% of the 13F portfolio, value $4,640,989.

    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 177,896 shares
    Change vs previous 13F -8,173 shares

    1.23% of the 13F portfolio, value $4,369,126.

    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 186,069 shares
    Change vs previous 13F +57,420 shares

    1.32% of the 13F portfolio, value $4,616,372.

    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 128,649 shares
    Change vs previous 13F -11,341 shares

    1.07% of the 13F portfolio, value $3,245,814.

    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 139,990 shares
    Change vs previous 13F -10,990 shares

    1.2% of the 13F portfolio, value $3,286,965.

    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 150,980 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,717,128.

    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).