Skip to content
Disclosery

IFP Advisors, Inc: AGG position timeline

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

IFP Advisors, Inc held 93,781 AGG 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 93,781 shares
    Change vs previous 13F -13,400 shares

    0.17% of the 13F portfolio, value $9,282,443.

    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 107,181 shares
    Change vs previous 13F +4,518 shares

    0.22% of the 13F portfolio, value $10,639,858.

    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 102,663 shares
    Change vs previous 13F +5,779 shares

    0.23% of the 13F portfolio, value $10,253,980.

    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 96,884 shares
    Change vs previous 13F -13,970 shares

    0.25% of the 13F portfolio, value $9,712,621.

    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 110,854 shares
    Change vs previous 13F +37,120 shares

    0.31% of the 13F portfolio, value $10,996,518.

    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 73,734 shares
    Change vs previous 13F +36,692 shares

    0.22% of the 13F portfolio, value $7,293,821.

    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 37,042 shares
    Change vs previous 13F +5,972 shares

    0.12% of the 13F portfolio, value $3,589,485.

    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 31,070 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,146,495.

    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).