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IFP Advisors, Inc: UBSI position timeline

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

IFP Advisors, Inc held 11,852 UBSI 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 11,852 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $543,177.

    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 11,335 shares
    Change vs previous 13F +438 shares

    0.01% of the 13F portfolio, value $469,496.

    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 10,897 shares
    Change vs previous 13F +1,035 shares

    0.01% of the 13F portfolio, value $418,445.

    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 9,862 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $366,965.

    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 9,874 shares
    Change vs previous 13F +87 shares

    0.01% of the 13F portfolio, value $374,326.

    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 9,787 shares
    Change vs previous 13F +190 shares

    0.01% of the 13F portfolio, value $339,278.

    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 9,597 shares
    Change vs previous 13F -252 shares

    0.01% of the 13F portfolio, value $360,311.

    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 9,849 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $365,442.

    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).