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IFP Advisors, Inc: CBTO position timeline

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

IFP Advisors, Inc held 4,250 CBTO 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 4,250 shares
    Change vs previous 13F -1,345 shares

    <0.01% of the 13F portfolio, value $83,704.

    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 5,595 shares
    Change vs previous 13F -4,250 shares

    <0.01% of the 13F portfolio, value $112,180.

    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 9,845 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,766.

    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).