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IFP Advisors, Inc: BOCT position timeline

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

IFP Advisors, Inc held 8,804 BOCT 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 8,804 shares
    Change vs previous 13F -815 shares

    0.01% of the 13F portfolio, value $466,801.

    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 9,619 shares
    Change vs previous 13F -20 shares

    0.01% of the 13F portfolio, value $461,585.

    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 9,639 shares
    Change vs previous 13F +3,352 shares

    0.01% of the 13F portfolio, value $476,404.

    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 6,287 shares
    Change vs previous 13F -136 shares

    0.01% of the 13F portfolio, value $304,417.

    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 6,423 shares
    Change vs previous 13F +1,502 shares

    0.01% of the 13F portfolio, value $291,923.

    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 4,921 shares
    Change vs previous 13F -800 shares

    0.01% of the 13F portfolio, value $206,859.

    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 5,721 shares
    Change vs previous 13F +585 shares

    0.01% of the 13F portfolio, value $247,289.

    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 5,136 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $218,023.

    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).