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IFP Advisors, Inc: BEN position timeline

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

IFP Advisors, Inc held 16,167 BEN 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 16,167 shares
    Change vs previous 13F +11,688 shares

    0.01% of the 13F portfolio, value $537,876.

    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 4,479 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $105,794.

    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 4,478 shares
    Change vs previous 13F -135 shares

    <0.01% of the 13F portfolio, value $106,979.

    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 4,613 shares
    Change vs previous 13F -9,804 shares

    <0.01% of the 13F portfolio, value $106,699.

    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 14,417 shares
    Change vs previous 13F -2,452 shares

    0.01% of the 13F portfolio, value $345,689.

    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 16,869 shares
    Change vs previous 13F +332 shares

    0.01% of the 13F portfolio, value $324,737.

    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 16,537 shares
    Change vs previous 13F -993 shares

    0.01% of the 13F portfolio, value $335,541.

    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 17,530 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,225.

    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).