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IFP Advisors, Inc: SCHB position timeline

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

IFP Advisors, Inc held 601,558 SCHB 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 601,558 shares
    Change vs previous 13F +30,216 shares

    0.31% of the 13F portfolio, value $17,421,120.

    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 571,342 shares
    Change vs previous 13F +1,605 shares

    0.3% of the 13F portfolio, value $14,340,684.

    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 569,737 shares
    Change vs previous 13F +67,758 shares

    0.34% of the 13F portfolio, value $14,944,202.

    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 501,979 shares
    Change vs previous 13F -14,374 shares

    0.34% of the 13F portfolio, value $12,905,880.

    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 516,353 shares
    Change vs previous 13F +10,167 shares

    0.35% of the 13F portfolio, value $12,304,657.

    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 506,186 shares
    Change vs previous 13F +25,637 shares

    0.34% of the 13F portfolio, value $10,898,317.

    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 480,549 shares
    Change vs previous 13F +330,320 shares

    0.36% of the 13F portfolio, value $10,908,377.

    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 150,229 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,993,427.

    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).