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IFP Advisors, Inc: IBMO position timeline

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

IFP Advisors, Inc held 32,030 IBMO 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 32,030 shares
    Change vs previous 13F -263 shares

    0.01% of the 13F portfolio, value $821,252.

    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 32,293 shares
    Change vs previous 13F +6,791 shares

    0.02% of the 13F portfolio, value $827,670.

    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 25,502 shares
    Change vs previous 13F -907 shares

    0.01% of the 13F portfolio, value $653,795.

    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 26,409 shares
    Change vs previous 13F -8,169 shares

    0.02% of the 13F portfolio, value $677,655.

    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 34,578 shares
    Change vs previous 13F +3,834 shares

    0.03% of the 13F portfolio, value $885,973.

    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 30,744 shares
    Change vs previous 13F -2,771 shares

    0.02% of the 13F portfolio, value $785,775.

    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 33,515 shares
    Change vs previous 13F -440 shares

    0.03% of the 13F portfolio, value $853,264.

    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 33,955 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $871,093.

    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).