Skip to content
Disclosery

IFP Advisors, Inc: IBDR position timeline

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

IFP Advisors, Inc held 495,135 IBDR 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 495,135 shares
    Change vs previous 13F +13,900 shares

    0.22% of the 13F portfolio, value $11,997,121.

    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 481,235 shares
    Change vs previous 13F +84,682 shares

    0.24% of the 13F portfolio, value $11,665,136.

    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 396,553 shares
    Change vs previous 13F -13,365 shares

    0.22% of the 13F portfolio, value $9,608,479.

    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 409,918 shares
    Change vs previous 13F -203 shares

    0.26% of the 13F portfolio, value $9,961,007.

    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 410,121 shares
    Change vs previous 13F +13,938 shares

    0.28% of the 13F portfolio, value $9,945,419.

    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 396,183 shares
    Change vs previous 13F +40,424 shares

    0.3% of the 13F portfolio, value $9,591,595.

    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 355,759 shares
    Change vs previous 13F +38,178 shares

    0.28% of the 13F portfolio, value $8,563,113.

    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 317,581 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,717,201.

    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).