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IFP Advisors, Inc: SPMB position timeline

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

IFP Advisors, Inc held 16,182 SPMB 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 16,182 shares
    Change vs previous 13F -668 shares

    0.01% of the 13F portfolio, value $361,020.

    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 16,850 shares
    Change vs previous 13F -6,525 shares

    0.01% of the 13F portfolio, value $377,272.

    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 23,375 shares
    Change vs previous 13F -5,725 shares

    0.01% of the 13F portfolio, value $523,951.

    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 29,100 shares
    Change vs previous 13F -4,563 shares

    0.02% of the 13F portfolio, value $653,004.

    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 33,663 shares
    Change vs previous 13F +875 shares

    0.02% of the 13F portfolio, value $743,959.

    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 32,788 shares
    Change vs previous 13F +2,350 shares

    0.02% of the 13F portfolio, value $722,979.

    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 30,438 shares
    Change vs previous 13F +28,988 shares

    0.02% of the 13F portfolio, value $655,935.

    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 1,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,668.

    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).