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IFP Advisors, Inc: IBM position timeline

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

IFP Advisors, Inc held 43,273 IBM 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 43,273 shares
    Change vs previous 13F +10,130 shares

    0.22% of the 13F portfolio, value $12,168,800.

    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 33,143 shares
    Change vs previous 13F -6,656 shares

    0.17% of the 13F portfolio, value $8,033,532.

    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 39,799 shares
    Change vs previous 13F +8,854 shares

    0.26% of the 13F portfolio, value $11,788,862.

    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 30,945 shares
    Change vs previous 13F +3,907 shares

    0.23% of the 13F portfolio, value $8,731,441.

    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 27,038 shares
    Change vs previous 13F -2,640 shares

    0.23% of the 13F portfolio, value $7,969,418.

    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 29,678 shares
    Change vs previous 13F +6,424 shares

    0.23% of the 13F portfolio, value $7,379,965.

    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 23,254 shares
    Change vs previous 13F +1,670 shares

    0.17% of the 13F portfolio, value $5,112,883.

    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 21,584 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,772,413.

    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).