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IFP Advisors, Inc: CLMB position timeline

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

IFP Advisors, Inc held 4,614 CLMB 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 4,614 shares
    Change vs previous 13F +1,476 shares

    <0.01% of the 13F portfolio, value $107,091.

    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 3,138 shares
    Change vs previous 13F +2,422 shares

    <0.01% of the 13F portfolio, value $62,195.

    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 716 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $73,598.

    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 652 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $87,916.

    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 544 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $65,412.

    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 192 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $21,280.

    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 155 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $19,867.

    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 57 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,674.

    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).