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IFP Advisors, Inc: IBTG position timeline

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

IFP Advisors, Inc held 87,293 IBTG 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 87,293 shares
    Change vs previous 13F -528 shares

    0.04% of the 13F portfolio, value $1,998,137.

    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 87,821 shares
    Change vs previous 13F -14,214 shares

    0.04% of the 13F portfolio, value $2,012,418.

    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 102,035 shares
    Change vs previous 13F +9,378 shares

    0.05% of the 13F portfolio, value $2,334,051.

    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 92,657 shares
    Change vs previous 13F -49,567 shares

    0.06% of the 13F portfolio, value $2,126,478.

    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 142,224 shares
    Change vs previous 13F -1,806 shares

    0.09% of the 13F portfolio, value $3,261,167.

    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 144,030 shares
    Change vs previous 13F +8,202 shares

    0.1% of the 13F portfolio, value $3,304,055.

    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 135,828 shares
    Change vs previous 13F +5,883 shares

    0.1% of the 13F portfolio, value $3,098,229.

    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 129,945 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,997,171.

    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).