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IFP Advisors, Inc: MBB position timeline

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

IFP Advisors, Inc held 22,723 MBB 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 22,723 shares
    Change vs previous 13F -175 shares

    0.04% of the 13F portfolio, value $2,147,778.

    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 22,898 shares
    Change vs previous 13F -2,296 shares

    0.05% of the 13F portfolio, value $2,174,165.

    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 25,194 shares
    Change vs previous 13F +158 shares

    0.05% of the 13F portfolio, value $2,398,973.

    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 25,036 shares
    Change vs previous 13F +1,061 shares

    0.06% of the 13F portfolio, value $2,382,175.

    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 23,975 shares
    Change vs previous 13F +2,959 shares

    0.06% of the 13F portfolio, value $2,250,856.

    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 21,016 shares
    Change vs previous 13F -5,387 shares

    0.06% of the 13F portfolio, value $1,970,733.

    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 26,403 shares
    Change vs previous 13F +3,953 shares

    0.08% of the 13F portfolio, value $2,420,489.

    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 22,450 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,151,023.

    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).