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IFP Advisors, Inc: CGMU position timeline

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

IFP Advisors, Inc held 29,432 CGMU 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 29,432 shares
    Change vs previous 13F +1,867 shares

    0.01% of the 13F portfolio, value $808,497.

    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 27,565 shares
    Change vs previous 13F +988 shares

    0.02% of the 13F portfolio, value $748,390.

    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 26,577 shares
    Change vs previous 13F +6,307 shares

    0.02% of the 13F portfolio, value $727,678.

    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 20,270 shares
    Change vs previous 13F +4,822 shares

    0.01% of the 13F portfolio, value $553,168.

    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 15,448 shares
    Change vs previous 13F +4,111 shares

    0.01% of the 13F portfolio, value $412,282.

    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 11,337 shares
    Change vs previous 13F +561 shares

    0.01% of the 13F portfolio, value $304,045.

    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 10,776 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $290,100.

    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 10,731 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $294,690.

    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).