IFP Advisors, Inc CBFV β€” CB FINL SVCS INC

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

AI Ownership Summary

IFP Advisors, Inc reported CB FINL SVCS INC (CBFV) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows CBFV 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 CBFV 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 CB FINL SVCS INC, 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 Q2

CBFV 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 Q3 to 2026 Q2

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.

CBFV stock page IFP Advisors, Inc fund profile IFP Advisors, Inc full holdings
How IFP Advisors, Inc held CBFV β€” position size vs. price
% of Fund (quarterly)    CBFV 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 Q2 UNCHANGED β€” β€” β€” 16 β€” 0% 0.00% $606 2026-07-20 $35.81
2026 Q1 REDUCED 11.1% +10.0% ❌ 16 -2 -11.1% 0.00% $547 2026-04-13 $36.01
2025 Q4 ADDED β€” β€” β€” 18 +11 +157.1% 0.00% $627 2026-02-06 $36.68
2025 Q3 INITIATED β€” β€” β€” 7 β€” β€” 0.00% $298 2025-12-02 $35.06

🏒 Other funds also holding CBFV

As of 2026 Q2 β€” sorted by position size

SALZHAUER MICHAEL 3Y 7Y 0.24% Waldron Private Wealth LLC 3Y 7Y 0.08% Curated Wealth Partners LLC 3Y 0.01% GAMMA Investing LLC 0.0% Farther Finance Advisors, LLC 0.0% True Wealth Design, LLC 3Y 0.0%

FAQ About IFP Advisors, Inc and CBFV

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 CBFV?

IFP Advisors, Inc reported CBFV across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

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

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

What is the latest reported CBFV position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 16 shares, equal to 0.00% of portfolio, with an estimated market value of $606.

What does the chart on this CBFV ownership page compare?

The chart compares IFP Advisors, Inc's quarterly CBFV 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.

How well did IFP Advisors, Inc time their CBFV position?

Based on 13F filing dates vs. subsequent CBFV price moves, IFP Advisors, Inc correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on CBFV relative to SPY over the holding period was -10.8%.

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