Skip to content
Disclosery

IFP Advisors, Inc: BAM position timeline

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

IFP Advisors, Inc held 582 BAM 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 582 shares
    Change vs previous 13F -413 shares

    <0.01% of the 13F portfolio, value $26,103.

    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 995 shares
    Change vs previous 13F +421 shares

    <0.01% of the 13F portfolio, value $44,228.

    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 574 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $30,072.

    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 587 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $33,424.

    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 584 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $32,283.

    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 579 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $28,054.

    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).

  7. period ended2024-12-31
    13F 568 shares
    Change vs previous 13F +8 shares

    <0.01% of the 13F portfolio, value $30,781.

    13F-HR 0001641866-25-000004 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).

  8. period ended2024-09-30
    13F 560 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,482.

    13F-HR 0001641866-25-000003 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).