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IFP Advisors, Inc: IBTL position timeline

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

IFP Advisors, Inc held 25,406 IBTL 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 25,406 shares
    Change vs previous 13F +3,548 shares

    0.01% of the 13F portfolio, value $512,947.

    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 21,858 shares
    Change vs previous 13F +746 shares

    0.01% of the 13F portfolio, value $445,879.

    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 21,112 shares
    Change vs previous 13F -3,976 shares

    0.01% of the 13F portfolio, value $433,324.

    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 25,088 shares
    Change vs previous 13F -65,395 shares

    0.01% of the 13F portfolio, value $516,060.

    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 90,483 shares
    Change vs previous 13F -3,868 shares

    0.05% of the 13F portfolio, value $1,854,897.

    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 94,351 shares
    Change vs previous 13F +9,064 shares

    0.06% of the 13F portfolio, value $1,918,190.

    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 85,287 shares
    Change vs previous 13F -1,985 shares

    0.06% of the 13F portfolio, value $1,688,650.

    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 87,272 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,817,024.

    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).