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Disclosery

Reliant Wealth Planning: IWL position timeline

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

Reliant Wealth Planning held 215,106 IWL 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 215,106 shares
    Change vs previous 13F +8,193 shares

    10.94% of the 13F portfolio, value $39,783,854.

    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 206,913 shares
    Change vs previous 13F +7,770 shares

    10.04% of the 13F portfolio, value $33,205,109.

    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 199,143 shares
    Change vs previous 13F -2,479 shares

    10.62% of the 13F portfolio, value $33,979,770.

    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 201,622 shares
    Change vs previous 13F -2,903 shares

    10.85% of the 13F portfolio, value $33,489,414.

    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 204,525 shares
    Change vs previous 13F +18,010 shares

    12.23% of the 13F portfolio, value $31,316,868.

    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 186,515 shares
    Change vs previous 13F +3,493 shares

    11.69% of the 13F portfolio, value $25,629,026.

    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 183,022 shares
    Change vs previous 13F not available

    12.42% of the 13F portfolio, value $26,485,114.

    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).