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IFP Advisors, Inc: AM position timeline

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

IFP Advisors, Inc held 22,259 AM 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 22,259 shares
    Change vs previous 13F -2,190 shares

    0.01% of the 13F portfolio, value $506,392.

    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 24,449 shares
    Change vs previous 13F -1,721 shares

    0.01% of the 13F portfolio, value $557,437.

    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 26,170 shares
    Change vs previous 13F +475 shares

    0.01% of the 13F portfolio, value $465,564.

    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 25,695 shares
    Change vs previous 13F +3,533 shares

    0.01% of the 13F portfolio, value $499,511.

    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 22,162 shares
    Change vs previous 13F -1,614 shares

    0.01% of the 13F portfolio, value $430,757.

    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 23,776 shares
    Change vs previous 13F -1,728 shares

    0.01% of the 13F portfolio, value $428,831.

    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 25,504 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $385,581.

    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 25,466 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $383,265.

    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).