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Disclosery

Reliant Wealth Planning: IBTJ position timeline

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

Reliant Wealth Planning held 61,315 IBTJ 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 61,315 shares
    Change vs previous 13F +896 shares

    0.37% of the 13F portfolio, value $1,327,469.

    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 60,419 shares
    Change vs previous 13F +4,544 shares

    0.4% of the 13F portfolio, value $1,319,732.

    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 55,875 shares
    Change vs previous 13F +11,551 shares

    0.38% of the 13F portfolio, value $1,226,177.

    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 44,324 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $973,133.

    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 44,324 shares
    Change vs previous 13F +4,639 shares

    0.38% of the 13F portfolio, value $971,582.

    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 39,685 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $863,942.

    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 39,685 shares
    Change vs previous 13F +10,169 shares

    0.4% of the 13F portfolio, value $846,334.

    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 29,516 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $652,451.

    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).