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IFP Advisors, Inc: IBDS position timeline

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

IFP Advisors, Inc held 370,829 IBDS 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 370,829 shares
    Change vs previous 13F -4,935 shares

    0.16% of the 13F portfolio, value $8,981,478.

    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 375,764 shares
    Change vs previous 13F +81,818 shares

    0.19% of the 13F portfolio, value $9,108,519.

    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 293,946 shares
    Change vs previous 13F +690 shares

    0.16% of the 13F portfolio, value $7,137,009.

    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 293,256 shares
    Change vs previous 13F -10,303 shares

    0.19% of the 13F portfolio, value $7,137,851.

    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 303,559 shares
    Change vs previous 13F +16,335 shares

    0.21% of the 13F portfolio, value $7,367,446.

    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 287,224 shares
    Change vs previous 13F +34,229 shares

    0.21% of the 13F portfolio, value $6,945,052.

    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 252,995 shares
    Change vs previous 13F +8,895 shares

    0.2% of the 13F portfolio, value $6,061,742.

    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 244,100 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,948,721.

    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).