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IFP Advisors, Inc: RMBS position timeline

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

IFP Advisors, Inc held 596 RMBS 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 596 shares
    Change vs previous 13F +94 shares

    <0.01% of the 13F portfolio, value $79,113.

    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 502 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $43,187.

    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 463 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $42,545.

    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 447 shares
    Change vs previous 13F +252 shares

    <0.01% of the 13F portfolio, value $46,577.

    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 195 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $18,246.

    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 66 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $3,418.

    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 55 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $2,907.

    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 42 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,773.

    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).