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IFP Advisors, Inc: IBDT position timeline

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

IFP Advisors, Inc held 303,282 IBDT 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 303,282 shares
    Change vs previous 13F -965 shares

    0.14% of the 13F portfolio, value $7,657,870.

    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 304,247 shares
    Change vs previous 13F +57,788 shares

    0.16% of the 13F portfolio, value $7,706,577.

    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 246,459 shares
    Change vs previous 13F +23,612 shares

    0.14% of the 13F portfolio, value $6,273,614.

    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 222,847 shares
    Change vs previous 13F -8,938 shares

    0.15% of the 13F portfolio, value $5,687,055.

    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 231,785 shares
    Change vs previous 13F -898 shares

    0.17% of the 13F portfolio, value $5,891,891.

    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 232,683 shares
    Change vs previous 13F +33,385 shares

    0.18% of the 13F portfolio, value $5,877,557.

    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 199,298 shares
    Change vs previous 13F +3,601 shares

    0.16% of the 13F portfolio, value $4,962,564.

    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 195,697 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,996,121.

    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).