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IFP Advisors, Inc: AI position timeline

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

IFP Advisors, Inc held 416 AI 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 416 shares
    Change vs previous 13F -66 shares

    <0.01% of the 13F portfolio, value $3,781.

    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 482 shares
    Change vs previous 13F -168 shares

    <0.01% of the 13F portfolio, value $4,058.

    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 650 shares
    Change vs previous 13F -2,443 shares

    <0.01% of the 13F portfolio, value $8,762.

    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 3,093 shares
    Change vs previous 13F +203 shares

    <0.01% of the 13F portfolio, value $53,633.

    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 2,890 shares
    Change vs previous 13F -2,178 shares

    <0.01% of the 13F portfolio, value $76,379.

    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 5,068 shares
    Change vs previous 13F +208 shares

    <0.01% of the 13F portfolio, value $106,679.

    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 4,860 shares
    Change vs previous 13F +2,604 shares

    0.01% of the 13F portfolio, value $167,324.

    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 2,256 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $54,662.

    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).