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Disclosery

IFP Advisors, Inc: IBDZ position timeline

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

IFP Advisors, Inc held 23,030 IBDZ 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 23,030 shares
    Change vs previous 13F +4,833 shares

    0.01% of the 13F portfolio, value $599,932.

    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 18,197 shares
    Change vs previous 13F +183 shares

    0.01% of the 13F portfolio, value $474,214.

    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 18,014 shares
    Change vs previous 13F +7,762 shares

    0.01% of the 13F portfolio, value $475,029.

    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 10,252 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $271,370.

    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 10,402 shares
    Change vs previous 13F +2,937 shares

    0.01% of the 13F portfolio, value $271,804.

    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 7,465 shares
    Change vs previous 13F +5,679 shares

    0.01% of the 13F portfolio, value $192,489.

    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 1,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,454.

    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).