RISR — FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

Ownership history in Reliant Wealth Planning  ·  2 quarters on record

This page tracks every 13F SEC filing in which Reliant Wealth Planning reported a position in FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE (RISR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.09% (2025 Q3)
Avg. % of fund
5.04%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 441,417 +3,009 +0.7% 4.98% $15.9M $35.75
2025 Q3 INITIATED 438,408 — — 5.09% $15.7M $34.96
% of Fund (quarterly)    RISR price (monthly, adj. close)

Other funds also holding RISR

As of 2025 Q4 — sorted by position size

Family Investment Center, Inc. 3Y 6.59% Harbour Wealth Management Group, Inc. 2.66% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.73% Smart Money Group LLC 3Y 7Y 1.55% QUANTIFY CHAOS ADVISORS, LLC 0.68% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.27% BlackDiamond Wealth Management, LLC 3Y 0.25% Berger Financial Group, Inc 3Y 0.18% Sankala Group LLC 0.14% 3EDGE Asset Management, LP 3Y 7Y 0.14%
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