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IFP Advisors, Inc: FSMB position timeline

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

IFP Advisors, Inc held 136,134 FSMB 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 136,134 shares
    Change vs previous 13F -1,112 shares

    0.05% of the 13F portfolio, value $2,721,319.

    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 137,246 shares
    Change vs previous 13F +22,645 shares

    0.06% of the 13F portfolio, value $2,739,430.

    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 114,601 shares
    Change vs previous 13F +9,240 shares

    0.05% of the 13F portfolio, value $2,297,177.

    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 105,361 shares
    Change vs previous 13F +3,153 shares

    0.05% of the 13F portfolio, value $2,115,649.

    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 102,208 shares
    Change vs previous 13F +6,299 shares

    0.06% of the 13F portfolio, value $2,034,456.

    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 95,909 shares
    Change vs previous 13F -7,555 shares

    0.06% of the 13F portfolio, value $1,905,718.

    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 103,464 shares
    Change vs previous 13F +6,310 shares

    0.07% of the 13F portfolio, value $2,052,732.

    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 97,154 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,944,055.

    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).