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Disclosery

Reliant Wealth Planning: IAUM position timeline

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

Reliant Wealth Planning held 354,094 IAUM 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 354,094 shares
    Change vs previous 13F +17,111 shares

    3.9% of the 13F portfolio, value $14,167,300.

    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 336,983 shares
    Change vs previous 13F +330,758 shares

    4.76% of the 13F portfolio, value $15,737,106.

    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 6,225 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $267,613.

    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).