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Disclosery

Reliant Wealth Planning: ITOT position timeline

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

Reliant Wealth Planning held 249,115 ITOT 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 249,115 shares
    Change vs previous 13F -6,618 shares

    11.26% of the 13F portfolio, value $40,922,121.

    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 255,733 shares
    Change vs previous 13F -6,753 shares

    11.01% of the 13F portfolio, value $36,424,051.

    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 262,486 shares
    Change vs previous 13F -3,104 shares

    12.2% of the 13F portfolio, value $39,029,043.

    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 265,590 shares
    Change vs previous 13F -16,696 shares

    12.54% of the 13F portfolio, value $38,683,183.

    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 282,286 shares
    Change vs previous 13F -9,363 shares

    14.88% of the 13F portfolio, value $38,119,901.

    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 291,649 shares
    Change vs previous 13F -12,378 shares

    16.23% of the 13F portfolio, value $35,584,094.

    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 304,027 shares
    Change vs previous 13F -406,835 shares

    18.34% of the 13F portfolio, value $39,103,953.

    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 710,862 shares
    Change vs previous 13F not available

    38.67% of the 13F portfolio, value $89,298,484.

    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).