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IFP Advisors, Inc: IBTK position timeline

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

IFP Advisors, Inc held 79,797 IBTK 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 79,797 shares
    Change vs previous 13F +3,987 shares

    0.03% of the 13F portfolio, value $1,559,233.

    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 75,810 shares
    Change vs previous 13F -3,652 shares

    0.03% of the 13F portfolio, value $1,494,973.

    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 79,462 shares
    Change vs previous 13F +22,350 shares

    0.04% of the 13F portfolio, value $1,576,923.

    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 57,112 shares
    Change vs previous 13F -68,158 shares

    0.03% of the 13F portfolio, value $1,135,101.

    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 125,270 shares
    Change vs previous 13F -4,016 shares

    0.07% of the 13F portfolio, value $2,485,351.

    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 129,286 shares
    Change vs previous 13F +9,911 shares

    0.08% of the 13F portfolio, value $2,541,754.

    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 119,375 shares
    Change vs previous 13F -2,086 shares

    0.08% of the 13F portfolio, value $2,291,133.

    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 121,461 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,434,675.

    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).