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Disclosery

IFP Advisors, Inc: BALI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on BALI, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 830 BALI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 830 shares
    Change vs previous 13F +202 shares

    <0.01% of the 13F portfolio, value $28,079.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 628 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $19,349.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 784 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $24,837.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 874 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $27,741.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 841 shares
    Change vs previous 13F +606 shares

    <0.01% of the 13F portfolio, value $25,334.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 235 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,766.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).