IFP Advisors, Inc BCML β€” BAY

Ownership history in IFP Advisors, Inc  Β·  4 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported BAY (BCML) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows BCML at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCML ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in BAY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCML was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How IFP Advisors, Inc held BCML β€” position size vs. price
% of Fund (quarterly)    BCML price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 24 -6 -20.0% 0.00% $713 2026-04-13 $28.66
2025 Q4 ADDED β€” β€” β€” 30 +30 β€” 0.00% $882 2026-02-06 $30.22
2025 Q3 UNCHANGED β€” β€” β€” β€” β€” β€” 0.00% $662 2025-12-02 $28.72
2025 Q2 INITIATED β€” β€” β€” β€” β€” β€” 0.00% $498 2025-07-24 $26.56

FAQ About IFP Advisors, Inc and BCML

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning BCML?

IFP Advisors, Inc reported BCML across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported BCML position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for BCML was 0.00% in 2025 Q4.

What is the latest reported BCML position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 24 shares, equal to 0.00% of portfolio, with an estimated market value of $713.

What does the chart on this BCML ownership page compare?

The chart compares IFP Advisors, Inc's quarterly BCML portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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