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Disclosery

Reliant Wealth Planning: IBDT position timeline

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

Reliant Wealth Planning held 69,355 IBDT 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 69,355 shares
    Change vs previous 13F +658 shares

    0.48% of the 13F portfolio, value $1,751,213.

    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 68,697 shares
    Change vs previous 13F +588 shares

    0.53% of the 13F portfolio, value $1,740,095.

    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 68,109 shares
    Change vs previous 13F +542 shares

    0.54% of the 13F portfolio, value $1,733,715.

    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 67,567 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,724,309.

    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 67,567 shares
    Change vs previous 13F +9,609 shares

    0.67% of the 13F portfolio, value $1,717,553.

    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 57,958 shares
    Change vs previous 13F -362 shares

    0.67% of the 13F portfolio, value $1,464,019.

    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 58,320 shares
    Change vs previous 13F +10,557 shares

    0.68% of the 13F portfolio, value $1,452,168.

    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 47,763 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,219,389.

    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).