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Disclosery

Reliant Wealth Planning: IBDY position timeline

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

Reliant Wealth Planning held 29,284 IBDY 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 29,284 shares
    Change vs previous 13F -7,726 shares

    0.21% of the 13F portfolio, value $753,916.

    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 37,010 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $956,709.

    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 37,010 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $967,441.

    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 37,010 shares
    Change vs previous 13F -7,497 shares

    0.31% of the 13F portfolio, value $970,772.

    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 44,507 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,152,953.

    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).