Skip to content
Disclosery

IFP Advisors, Inc: CALF position timeline

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

IFP Advisors, Inc held 23,404 CALF 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 23,404 shares
    Change vs previous 13F +368 shares

    0.02% of the 13F portfolio, value $1,184,476.

    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 23,036 shares
    Change vs previous 13F -1,182 shares

    0.02% of the 13F portfolio, value $1,033,625.

    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 24,218 shares
    Change vs previous 13F -10,441 shares

    0.02% of the 13F portfolio, value $1,074,553.

    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 34,659 shares
    Change vs previous 13F -44,414 shares

    0.04% of the 13F portfolio, value $1,517,371.

    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 79,073 shares
    Change vs previous 13F -13,753 shares

    0.09% of the 13F portfolio, value $3,148,451.

    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 92,826 shares
    Change vs previous 13F -3,199 shares

    0.11% of the 13F portfolio, value $3,481,054.

    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 96,025 shares
    Change vs previous 13F -18,143 shares

    0.14% of the 13F portfolio, value $4,226,137.

    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 114,168 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,313,840.

    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).