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IFP Advisors, Inc: IBTJ position timeline

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

IFP Advisors, Inc held 66,483 IBTJ 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 66,483 shares
    Change vs previous 13F -5,148 shares

    0.03% of the 13F portfolio, value $1,439,357.

    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 71,631 shares
    Change vs previous 13F -3,539 shares

    0.03% of the 13F portfolio, value $1,564,636.

    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 75,170 shares
    Change vs previous 13F +11,323 shares

    0.04% of the 13F portfolio, value $1,649,606.

    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 63,847 shares
    Change vs previous 13F -56,872 shares

    0.04% of the 13F portfolio, value $1,401,761.

    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 120,719 shares
    Change vs previous 13F -6,686 shares

    0.08% of the 13F portfolio, value $2,646,180.

    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 127,405 shares
    Change vs previous 13F +3,688 shares

    0.09% of the 13F portfolio, value $2,773,657.

    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 123,717 shares
    Change vs previous 13F +9,234 shares

    0.09% of the 13F portfolio, value $2,638,441.

    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 114,483 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,530,622.

    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).