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IFP Advisors, Inc: BRZE position timeline

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

IFP Advisors, Inc held 1,993 BRZE 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 1,993 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $43,228.

    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 1,954 shares
    Change vs previous 13F +1,843 shares

    <0.01% of the 13F portfolio, value $46,134.

    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 111 shares
    Change vs previous 13F -639 shares

    <0.01% of the 13F portfolio, value $3,806.

    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 750 shares
    Change vs previous 13F -3,237 shares

    <0.01% of the 13F portfolio, value $21,330.

    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 3,987 shares
    Change vs previous 13F +601 shares

    <0.01% of the 13F portfolio, value $117,205.

    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 3,386 shares
    Change vs previous 13F +449 shares

    <0.01% of the 13F portfolio, value $122,167.

    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 2,937 shares
    Change vs previous 13F +55 shares

    <0.01% of the 13F portfolio, value $123,001.

    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 2,882 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $93,205.

    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).