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IFP Advisors, Inc: FBND position timeline

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

IFP Advisors, Inc held 120,520 FBND 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 120,520 shares
    Change vs previous 13F +1,450 shares

    0.1% of the 13F portfolio, value $5,482,455.

    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 119,070 shares
    Change vs previous 13F +4,403 shares

    0.11% of the 13F portfolio, value $5,431,973.

    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 114,667 shares
    Change vs previous 13F +3,257 shares

    0.12% of the 13F portfolio, value $5,279,269.

    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 111,410 shares
    Change vs previous 13F +1,947 shares

    0.13% of the 13F portfolio, value $5,151,598.

    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 109,463 shares
    Change vs previous 13F +6,166 shares

    0.14% of the 13F portfolio, value $5,007,914.

    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 103,297 shares
    Change vs previous 13F +19,459 shares

    0.15% of the 13F portfolio, value $4,715,588.

    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 83,838 shares
    Change vs previous 13F +11,063 shares

    0.12% of the 13F portfolio, value $3,761,894.

    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 72,775 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,401,636.

    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).