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IFP Advisors, Inc: IBB position timeline

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

IFP Advisors, Inc held 49,988 IBB 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 49,988 shares
    Change vs previous 13F +14,115 shares

    0.17% of the 13F portfolio, value $9,507,218.

    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 35,873 shares
    Change vs previous 13F +15,387 shares

    0.13% of the 13F portfolio, value $6,057,156.

    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 20,486 shares
    Change vs previous 13F +1,424 shares

    0.08% of the 13F portfolio, value $3,457,422.

    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 19,062 shares
    Change vs previous 13F -783 shares

    0.07% of the 13F portfolio, value $2,751,981.

    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 19,845 shares
    Change vs previous 13F -4 shares

    0.07% of the 13F portfolio, value $2,510,607.

    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 19,849 shares
    Change vs previous 13F +3,831 shares

    0.08% of the 13F portfolio, value $2,538,694.

    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 16,018 shares
    Change vs previous 13F +11,266 shares

    0.07% of the 13F portfolio, value $2,117,904.

    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 4,752 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $691,968.

    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).