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Disclosery

Reliant Wealth Planning: IBDU position timeline

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

Reliant Wealth Planning held 54,485 IBDU 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 54,485 shares
    Change vs previous 13F +839 shares

    0.35% of the 13F portfolio, value $1,261,872.

    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 53,646 shares
    Change vs previous 13F +4,239 shares

    0.38% of the 13F portfolio, value $1,247,806.

    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 49,407 shares
    Change vs previous 13F +10,832 shares

    0.36% of the 13F portfolio, value $1,156,371.

    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 38,575 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $905,355.

    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 38,575 shares
    Change vs previous 13F +4,383 shares

    0.35% of the 13F portfolio, value $899,954.

    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 34,192 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $790,861.

    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 34,192 shares
    Change vs previous 13F +9,473 shares

    0.37% of the 13F portfolio, value $779,578.

    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 24,719 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $581,144.

    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).