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IFP Advisors, Inc: IBTH position timeline

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

IFP Advisors, Inc held 88,883 IBTH 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 88,883 shares
    Change vs previous 13F -521 shares

    0.04% of the 13F portfolio, value $1,988,313.

    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 89,404 shares
    Change vs previous 13F -5,949 shares

    0.04% of the 13F portfolio, value $2,005,332.

    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 95,353 shares
    Change vs previous 13F +299 shares

    0.05% of the 13F portfolio, value $2,142,582.

    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 95,054 shares
    Change vs previous 13F -50,883 shares

    0.06% of the 13F portfolio, value $2,140,616.

    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 145,937 shares
    Change vs previous 13F +3,144 shares

    0.09% of the 13F portfolio, value $3,282,131.

    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 142,793 shares
    Change vs previous 13F +9,318 shares

    0.1% of the 13F portfolio, value $3,201,460.

    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 133,475 shares
    Change vs previous 13F -179 shares

    0.1% of the 13F portfolio, value $2,962,698.

    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 133,654 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,025,202.

    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).