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Disclosery

Reliant Wealth Planning: BIV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Reliant Wealth Planning on BIV, newest first. How the timeline and the estimate are built.

Reliant Wealth Planning held 631,866 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 631,866 shares
    Change vs previous 13F +20,777 shares

    13.33% of the 13F portfolio, value $48,464,122.

    13F-HR 0001376474-26-000543 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 611,089 shares
    Change vs previous 13F +18,429 shares

    14.26% of the 13F portfolio, value $47,163,849.

    13F-HR 0001376474-26-000382 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 592,660 shares
    Change vs previous 13F +4,390 shares

    14.42% of the 13F portfolio, value $46,156,361.

    13F-HR 0001376474-26-000165 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 588,270 shares
    Change vs previous 13F -91,719 shares

    14.89% of the 13F portfolio, value $45,938,004.

    13F-HR 0001376474-25-000949 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 679,989 shares
    Change vs previous 13F +5,223 shares

    20.53% of the 13F portfolio, value $52,590,349.

    13F-HR 0001376474-25-000727 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 674,766 shares
    Change vs previous 13F +16,848 shares

    23.57% of the 13F portfolio, value $51,666,833.

    13F-HR 0001376474-25-000396 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 657,918 shares
    Change vs previous 13F +26,628 shares

    23.06% of the 13F portfolio, value $49,166,212.

    13F-HR 0001376474-25-000118 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 631,290 shares
    Change vs previous 13F not available

    21.42% of the 13F portfolio, value $49,474,197.

    13F-HR 0001376474-24-000617 filed by Reliant Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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