RISR β€” FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE

Ownership history in Reliant Wealth Planning  Β·  2 quarters on record

AI Ownership Summary

Reliant Wealth Planning reported FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE (RISR) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 5.09% in 2025 Q3. The latest visible filing shows RISR at 4.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RISR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Reliant Wealth Planning's position in FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RISR was reported at 4.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.09% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Reliant Wealth Planning held RISR β€” position size vs. price
% of Fund (quarterly)    RISR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 441,417 +3,009 +0.7% 4.98% $15.9M 2026-02-14 (Est.) $35.49
2025 Q3 INITIATED 438,408 β€” β€” 5.09% $15.7M 2025-11-18 $35.39

FAQ About Reliant Wealth Planning and RISR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Reliant Wealth Planning reported owning RISR?

Reliant Wealth Planning reported RISR across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported RISR position in Reliant Wealth Planning's portfolio?

The largest reported portfolio weight for RISR was 5.09% in 2025 Q3.

What is the latest reported RISR position on this page?

The most recent filing on this page is 2025 Q4, when Reliant Wealth Planning reported 441,417 shares, equal to 4.98% of portfolio, with an estimated market value of $15.9M.

What does the chart on this RISR ownership page compare?

The chart compares Reliant Wealth Planning's quarterly RISR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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