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IFP Advisors, Inc: IBHF position timeline

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

IFP Advisors, Inc held 70,677 IBHF 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 70,677 shares
    Change vs previous 13F -6,453 shares

    0.03% of the 13F portfolio, value $1,600,834.

    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 77,130 shares
    Change vs previous 13F +25,727 shares

    0.04% of the 13F portfolio, value $1,770,134.

    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 51,403 shares
    Change vs previous 13F -265 shares

    0.03% of the 13F portfolio, value $1,186,381.

    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 51,668 shares
    Change vs previous 13F -3,243 shares

    0.03% of the 13F portfolio, value $1,208,515.

    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 54,911 shares
    Change vs previous 13F -14,192 shares

    0.04% of the 13F portfolio, value $1,275,615.

    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 69,103 shares
    Change vs previous 13F -2,579 shares

    0.05% of the 13F portfolio, value $1,604,592.

    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 71,682 shares
    Change vs previous 13F -1,826 shares

    0.05% of the 13F portfolio, value $1,659,411.

    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 73,508 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,720,833.

    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).