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IFP Advisors, Inc: IBTM position timeline

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

IFP Advisors, Inc held 53,019 IBTM 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 53,019 shares
    Change vs previous 13F +6,898 shares

    0.02% of the 13F portfolio, value $1,203,266.

    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 46,121 shares
    Change vs previous 13F +3,434 shares

    0.02% of the 13F portfolio, value $1,057,573.

    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 42,687 shares
    Change vs previous 13F +8,177 shares

    0.02% of the 13F portfolio, value $985,003.

    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 34,510 shares
    Change vs previous 13F -29,956 shares

    0.02% of the 13F portfolio, value $798,216.

    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 64,466 shares
    Change vs previous 13F +59,826 shares

    0.04% of the 13F portfolio, value $1,484,933.

    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 4,640 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $106,211.

    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 3,366 shares
    Change vs previous 13F +3,061 shares

    <0.01% of the 13F portfolio, value $74,727.

    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 305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,171.

    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).