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Disclosery

Reliant Wealth Planning: IBTK position timeline

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

Reliant Wealth Planning held 41,998 IBTK 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 41,998 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $820,640.

    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 41,998 shares
    Change vs previous 13F +4,779 shares

    0.25% of the 13F portfolio, value $828,201.

    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 37,219 shares
    Change vs previous 13F +18,681 shares

    0.23% of the 13F portfolio, value $738,611.

    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 18,538 shares
    Change vs previous 13F +909 shares

    0.12% of the 13F portfolio, value $368,442.

    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 17,629 shares
    Change vs previous 13F +5,469 shares

    0.14% of the 13F portfolio, value $349,759.

    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 12,160 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $239,066.

    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 12,160 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $233,386.

    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).