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IFP Advisors, Inc: IBDU position timeline

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

IFP Advisors, Inc held 272,975 IBDU 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 272,975 shares
    Change vs previous 13F +7,059 shares

    0.11% of the 13F portfolio, value $6,322,101.

    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 265,916 shares
    Change vs previous 13F +29,483 shares

    0.13% of the 13F portfolio, value $6,185,206.

    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 236,433 shares
    Change vs previous 13F +15,714 shares

    0.12% of the 13F portfolio, value $5,533,714.

    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 220,719 shares
    Change vs previous 13F -9,514 shares

    0.13% of the 13F portfolio, value $5,180,275.

    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 230,233 shares
    Change vs previous 13F -99 shares

    0.15% of the 13F portfolio, value $5,371,288.

    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 230,332 shares
    Change vs previous 13F +31,981 shares

    0.16% of the 13F portfolio, value $5,327,629.

    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 198,351 shares
    Change vs previous 13F +99,770 shares

    0.15% of the 13F portfolio, value $4,522,406.

    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 98,581 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,317,641.

    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).