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IFP Advisors, Inc: IBDX position timeline

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

IFP Advisors, Inc held 80,562 IBDX 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 80,562 shares
    Change vs previous 13F -2,241 shares

    0.04% of the 13F portfolio, value $2,029,357.

    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 82,803 shares
    Change vs previous 13F +6,626 shares

    0.04% of the 13F portfolio, value $2,092,432.

    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 76,177 shares
    Change vs previous 13F +43,001 shares

    0.04% of the 13F portfolio, value $1,944,799.

    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 33,176 shares
    Change vs previous 13F +888 shares

    0.02% of the 13F portfolio, value $849,969.

    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 32,288 shares
    Change vs previous 13F +4,691 shares

    0.02% of the 13F portfolio, value $816,403.

    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 27,597 shares
    Change vs previous 13F +5,875 shares

    0.02% of the 13F portfolio, value $689,651.

    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 21,722 shares
    Change vs previous 13F +8,762 shares

    0.02% of the 13F portfolio, value $533,928.

    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 12,960 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $333,210.

    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).