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IFP Advisors, Inc: CLOI position timeline

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

IFP Advisors, Inc held 18,159 CLOI 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 18,159 shares
    Change vs previous 13F +11,019 shares

    0.02% of the 13F portfolio, value $961,519.

    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 7,140 shares
    Change vs previous 13F +1,478 shares

    0.01% of the 13F portfolio, value $376,278.

    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 5,662 shares
    Change vs previous 13F +1,748 shares

    0.01% of the 13F portfolio, value $299,010.

    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 3,914 shares
    Change vs previous 13F -6,573 shares

    0.01% of the 13F portfolio, value $207,833.

    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 10,487 shares
    Change vs previous 13F +928 shares

    0.02% of the 13F portfolio, value $555,253.

    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 9,559 shares
    Change vs previous 13F +1,570 shares

    0.02% of the 13F portfolio, value $505,043.

    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 7,989 shares
    Change vs previous 13F +948 shares

    0.01% of the 13F portfolio, value $421,608.

    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 7,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $373,458.

    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).