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IFP Advisors, Inc: IBDV position timeline

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

IFP Advisors, Inc held 242,424 IBDV 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 242,424 shares
    Change vs previous 13F -5,181 shares

    0.1% of the 13F portfolio, value $5,284,843.

    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 247,605 shares
    Change vs previous 13F +20,092 shares

    0.11% of the 13F portfolio, value $5,420,073.

    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 227,513 shares
    Change vs previous 13F +100,822 shares

    0.11% of the 13F portfolio, value $5,021,212.

    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 126,691 shares
    Change vs previous 13F -7,155 shares

    0.07% of the 13F portfolio, value $2,806,206.

    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 133,846 shares
    Change vs previous 13F +9,452 shares

    0.08% of the 13F portfolio, value $2,941,936.

    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 124,394 shares
    Change vs previous 13F +30,374 shares

    0.08% of the 13F portfolio, value $2,701,839.

    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 94,020 shares
    Change vs previous 13F +2,726 shares

    0.07% of the 13F portfolio, value $2,008,269.

    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 91,294 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,023,982.

    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).