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IFP Advisors, Inc: IBMQ position timeline

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

IFP Advisors, Inc held 31,772 IBMQ 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 31,772 shares
    Change vs previous 13F +5,389 shares

    0.01% of the 13F portfolio, value $812,728.

    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 26,383 shares
    Change vs previous 13F +37 shares

    0.01% of the 13F portfolio, value $673,558.

    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 26,346 shares
    Change vs previous 13F +1,277 shares

    0.02% of the 13F portfolio, value $673,799.

    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 25,069 shares
    Change vs previous 13F -5,490 shares

    0.02% of the 13F portfolio, value $642,769.

    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 30,559 shares
    Change vs previous 13F +3,838 shares

    0.02% of the 13F portfolio, value $776,482.

    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 26,721 shares
    Change vs previous 13F -2,549 shares

    0.02% of the 13F portfolio, value $675,764.

    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 29,270 shares
    Change vs previous 13F +2,155 shares

    0.02% of the 13F portfolio, value $737,021.

    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 27,115 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $694,967.

    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).