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IFP Advisors, Inc: CEF position timeline

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

IFP Advisors, Inc held 195,814 CEF 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 195,814 shares
    Change vs previous 13F -1,835 shares

    0.14% of the 13F portfolio, value $7,877,597.

    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 197,649 shares
    Change vs previous 13F -37,031 shares

    0.2% of the 13F portfolio, value $9,431,810.

    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 234,680 shares
    Change vs previous 13F +36,181 shares

    0.24% of the 13F portfolio, value $10,748,344.

    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 198,499 shares
    Change vs previous 13F +90,720 shares

    0.19% of the 13F portfolio, value $7,282,928.

    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 107,779 shares
    Change vs previous 13F +2,661 shares

    0.09% of the 13F portfolio, value $3,244,148.

    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 105,118 shares
    Change vs previous 13F +5,872 shares

    0.09% of the 13F portfolio, value $2,986,404.

    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 99,246 shares
    Change vs previous 13F +6,208 shares

    0.08% of the 13F portfolio, value $2,358,086.

    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 93,038 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,278,497.

    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).