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IFP Advisors, Inc: CGCP position timeline

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

IFP Advisors, Inc held 149,983 CGCP 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 149,983 shares
    Change vs previous 13F +5,553 shares

    0.06% of the 13F portfolio, value $3,343,121.

    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 144,430 shares
    Change vs previous 13F +16,978 shares

    0.07% of the 13F portfolio, value $3,226,566.

    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 127,452 shares
    Change vs previous 13F +17,283 shares

    0.06% of the 13F portfolio, value $2,885,513.

    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 110,169 shares
    Change vs previous 13F -9,768 shares

    0.07% of the 13F portfolio, value $2,503,040.

    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 119,937 shares
    Change vs previous 13F +17,220 shares

    0.08% of the 13F portfolio, value $2,698,644.

    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 102,717 shares
    Change vs previous 13F +95,636 shares

    0.07% of the 13F portfolio, value $2,306,150.

    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 7,081 shares
    Change vs previous 13F +1,280 shares

    0.01% of the 13F portfolio, value $157,191.

    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 5,801 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $134,117.

    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).