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IFP Advisors, Inc: CI position timeline

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

IFP Advisors, Inc held 13,132 CI 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 13,132 shares
    Change vs previous 13F -13 shares

    0.07% of the 13F portfolio, value $3,620,230.

    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 13,145 shares
    Change vs previous 13F -454 shares

    0.07% of the 13F portfolio, value $3,506,429.

    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 13,599 shares
    Change vs previous 13F +3,359 shares

    0.08% of the 13F portfolio, value $3,742,853.

    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 10,240 shares
    Change vs previous 13F +174 shares

    0.08% of the 13F portfolio, value $2,951,680.

    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 10,066 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $3,339,125.

    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 9,885 shares
    Change vs previous 13F -1,116 shares

    0.1% of the 13F portfolio, value $3,252,652.

    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 11,001 shares
    Change vs previous 13F +6,685 shares

    0.1% of the 13F portfolio, value $3,038,313.

    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 4,316 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,495,670.

    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).