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Reliant Wealth Planning: IBTO position timeline

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

Reliant Wealth Planning held 28,589 IBTO 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 28,589 shares
    Change vs previous 13F -2,054 shares

    0.19% of the 13F portfolio, value $689,898.

    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 30,643 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $747,377.

    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 30,643 shares
    Change vs previous 13F -809 shares

    0.24% of the 13F portfolio, value $752,439.

    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 31,452 shares
    Change vs previous 13F -15,715 shares

    0.25% of the 13F portfolio, value $775,291.

    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 47,167 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,156,063.

    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).