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IFP Advisors, Inc: IUSB position timeline

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

IFP Advisors, Inc held 112,010 IUSB 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 112,010 shares
    Change vs previous 13F -31,289 shares

    0.09% of the 13F portfolio, value $5,169,262.

    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 143,299 shares
    Change vs previous 13F +1,033 shares

    0.14% of the 13F portfolio, value $6,618,981.

    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 142,266 shares
    Change vs previous 13F -3,479 shares

    0.15% of the 13F portfolio, value $6,621,060.

    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 145,745 shares
    Change vs previous 13F -5,773 shares

    0.18% of the 13F portfolio, value $6,807,749.

    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 151,518 shares
    Change vs previous 13F +12,173 shares

    0.2% of the 13F portfolio, value $7,004,664.

    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 139,345 shares
    Change vs previous 13F +12,389 shares

    0.2% of the 13F portfolio, value $6,420,931.

    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 126,956 shares
    Change vs previous 13F +10,088 shares

    0.19% of the 13F portfolio, value $5,738,413.

    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 116,868 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $5,506,841.

    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).