Skip to content
Disclosery

IFP Advisors, Inc: CHE position timeline

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

IFP Advisors, Inc held 458 CHE 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 458 shares
    Change vs previous 13F -145 shares

    <0.01% of the 13F portfolio, value $213,309.

    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 603 shares
    Change vs previous 13F -1,068 shares

    <0.01% of the 13F portfolio, value $227,777.

    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 1,671 shares
    Change vs previous 13F +800 shares

    0.02% of the 13F portfolio, value $714,954.

    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 871 shares
    Change vs previous 13F +315 shares

    0.01% of the 13F portfolio, value $389,982.

    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 556 shares
    Change vs previous 13F +104 shares

    0.01% of the 13F portfolio, value $270,585.

    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 452 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $281,608.

    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 485 shares
    Change vs previous 13F -250 shares

    0.01% of the 13F portfolio, value $259,996.

    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 735 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $441,512.

    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).