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IFP Advisors, Inc: LMBS position timeline

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

IFP Advisors, Inc held 270,349 LMBS 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 270,349 shares
    Change vs previous 13F -24,819 shares

    0.24% of the 13F portfolio, value $13,457,973.

    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 295,168 shares
    Change vs previous 13F -11,749 shares

    0.3% of the 13F portfolio, value $14,702,318.

    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 306,917 shares
    Change vs previous 13F +32,785 shares

    0.34% of the 13F portfolio, value $15,342,781.

    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 274,132 shares
    Change vs previous 13F +49,906 shares

    0.35% of the 13F portfolio, value $13,649,032.

    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 224,226 shares
    Change vs previous 13F +54,880 shares

    0.31% of the 13F portfolio, value $11,045,410.

    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 169,346 shares
    Change vs previous 13F +16,875 shares

    0.26% of the 13F portfolio, value $8,325,134.

    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 152,471 shares
    Change vs previous 13F +25,076 shares

    0.24% of the 13F portfolio, value $7,420,817.

    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 127,395 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,294,598.

    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).