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IFP Advisors, Inc: CGUS position timeline

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

IFP Advisors, Inc held 439,025 CGUS 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 439,025 shares
    Change vs previous 13F +16,207 shares

    0.35% of the 13F portfolio, value $19,527,832.

    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 422,818 shares
    Change vs previous 13F +12,037 shares

    0.34% of the 13F portfolio, value $16,244,668.

    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 410,781 shares
    Change vs previous 13F +13,008 shares

    0.37% of the 13F portfolio, value $16,525,720.

    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 397,773 shares
    Change vs previous 13F +17,322 shares

    0.41% of the 13F portfolio, value $15,727,944.

    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 380,451 shares
    Change vs previous 13F +36,176 shares

    0.4% of the 13F portfolio, value $14,050,384.

    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 344,275 shares
    Change vs previous 13F +341,153 shares

    0.35% of the 13F portfolio, value $11,499,102.

    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 3,122 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $109,158.

    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 2,604 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $89,251.

    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).