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IFP Advisors, Inc: CGMM position timeline

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

IFP Advisors, Inc held 5,377 CGMM 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 5,377 shares
    Change vs previous 13F +2,693 shares

    <0.01% of the 13F portfolio, value $177,280.

    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 2,684 shares
    Change vs previous 13F +67 shares

    <0.01% of the 13F portfolio, value $78,802.

    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 2,617 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $75,474.

    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 2,617 shares
    Change vs previous 13F +1,375 shares

    <0.01% of the 13F portfolio, value $74,297.

    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 1,242 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $33,384.

    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 1,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,672.

    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).