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Reliant Wealth Planning: IBDR position timeline

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

Reliant Wealth Planning held 55,008 IBDR 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 55,008 shares
    Change vs previous 13F +314 shares

    0.37% of the 13F portfolio, value $1,332,843.

    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 54,694 shares
    Change vs previous 13F -1,738 shares

    0.4% of the 13F portfolio, value $1,325,783.

    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 56,432 shares
    Change vs previous 13F +999 shares

    0.43% of the 13F portfolio, value $1,367,347.

    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 55,433 shares
    Change vs previous 13F +5,893 shares

    0.44% of the 13F portfolio, value $1,347,021.

    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 49,540 shares
    Change vs previous 13F +2,282 shares

    0.47% of the 13F portfolio, value $1,201,345.

    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 47,258 shares
    Change vs previous 13F -4,544 shares

    0.52% of the 13F portfolio, value $1,144,116.

    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 51,802 shares
    Change vs previous 13F +20,518 shares

    0.58% of the 13F portfolio, value $1,246,874.

    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 31,284 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $760,201.

    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).