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IFP Advisors, Inc: IBDW position timeline

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

IFP Advisors, Inc held 137,046 IBDW 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 137,046 shares
    Change vs previous 13F -2,727 shares

    0.05% of the 13F portfolio, value $2,856,039.

    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 139,773 shares
    Change vs previous 13F +17,287 shares

    0.06% of the 13F portfolio, value $2,925,449.

    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 122,486 shares
    Change vs previous 13F +79,567 shares

    0.06% of the 13F portfolio, value $2,590,579.

    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 42,919 shares
    Change vs previous 13F -5,758 shares

    0.02% of the 13F portfolio, value $910,741.

    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 48,677 shares
    Change vs previous 13F +10,341 shares

    0.03% of the 13F portfolio, value $1,024,170.

    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 38,336 shares
    Change vs previous 13F +8,343 shares

    0.02% of the 13F portfolio, value $795,479.

    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 29,993 shares
    Change vs previous 13F +4,231 shares

    0.02% of the 13F portfolio, value $610,364.

    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 25,762 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $546,665.

    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).