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IFP Advisors, Inc: MTB position timeline

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

IFP Advisors, Inc held 8,298 MTB 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 8,298 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $1,975,007.

    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 8,365 shares
    Change vs previous 13F +868 shares

    0.04% of the 13F portfolio, value $1,729,213.

    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 7,497 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $1,510,496.

    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 7,465 shares
    Change vs previous 13F +604 shares

    0.04% of the 13F portfolio, value $1,475,233.

    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 6,861 shares
    Change vs previous 13F -601 shares

    0.04% of the 13F portfolio, value $1,545,797.

    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 7,462 shares
    Change vs previous 13F -74 shares

    0.04% of the 13F portfolio, value $1,333,646.

    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 7,536 shares
    Change vs previous 13F +7,098 shares

    0.05% of the 13F portfolio, value $1,416,711.

    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 438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $78,037.

    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).