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IFP Advisors, Inc: BSV position timeline

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

IFP Advisors, Inc held 22,298 BSV 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 22,298 shares
    Change vs previous 13F -5,427 shares

    0.03% of the 13F portfolio, value $1,737,237.

    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 27,725 shares
    Change vs previous 13F -2,420 shares

    0.05% of the 13F portfolio, value $2,173,917.

    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 30,145 shares
    Change vs previous 13F +11,691 shares

    0.05% of the 13F portfolio, value $2,375,727.

    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 18,454 shares
    Change vs previous 13F -2,678 shares

    0.04% of the 13F portfolio, value $1,456,205.

    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 21,132 shares
    Change vs previous 13F -64,688 shares

    0.05% of the 13F portfolio, value $1,663,140.

    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 85,820 shares
    Change vs previous 13F +770 shares

    0.21% of the 13F portfolio, value $6,717,951.

    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 85,050 shares
    Change vs previous 13F +13,664 shares

    0.22% of the 13F portfolio, value $6,571,817.

    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 71,386 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,617,369.

    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).