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Disclosery

Reliant Wealth Planning: IBDS position timeline

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

Reliant Wealth Planning held 57,204 IBDS 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 57,204 shares
    Change vs previous 13F +640 shares

    0.38% of the 13F portfolio, value $1,385,480.

    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 56,564 shares
    Change vs previous 13F +452 shares

    0.41% of the 13F portfolio, value $1,371,111.

    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 56,112 shares
    Change vs previous 13F -1,349 shares

    0.43% of the 13F portfolio, value $1,362,399.

    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 57,461 shares
    Change vs previous 13F +1,857 shares

    0.45% of the 13F portfolio, value $1,398,600.

    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 55,604 shares
    Change vs previous 13F +5,362 shares

    0.53% of the 13F portfolio, value $1,349,509.

    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 50,242 shares
    Change vs previous 13F +153 shares

    0.55% of the 13F portfolio, value $1,214,852.

    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 50,089 shares
    Change vs previous 13F +18,457 shares

    0.56% of the 13F portfolio, value $1,200,132.

    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 31,632 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $770,872.

    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).