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IFP Advisors, Inc: IBHG position timeline

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

IFP Advisors, Inc held 52,874 IBHG 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 52,874 shares
    Change vs previous 13F -1,257 shares

    0.02% of the 13F portfolio, value $1,167,458.

    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 54,131 shares
    Change vs previous 13F +3,101 shares

    0.02% of the 13F portfolio, value $1,197,919.

    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 51,030 shares
    Change vs previous 13F +1,056 shares

    0.03% of the 13F portfolio, value $1,138,990.

    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 49,974 shares
    Change vs previous 13F -1,708 shares

    0.03% of the 13F portfolio, value $1,123,915.

    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 51,682 shares
    Change vs previous 13F -15,011 shares

    0.03% of the 13F portfolio, value $1,164,837.

    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 66,693 shares
    Change vs previous 13F -3,272 shares

    0.05% of the 13F portfolio, value $1,488,894.

    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 69,965 shares
    Change vs previous 13F +3,063 shares

    0.05% of the 13F portfolio, value $1,555,936.

    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 66,902 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,511,924.

    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).