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IFP Advisors, Inc: COST position timeline

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

IFP Advisors, Inc held 29,628 COST 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 29,628 shares
    Change vs previous 13F -1,256 shares

    0.5% of the 13F portfolio, value $27,716,105.

    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 30,884 shares
    Change vs previous 13F +9,783 shares

    0.64% of the 13F portfolio, value $30,773,744.

    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 21,101 shares
    Change vs previous 13F -286 shares

    0.41% of the 13F portfolio, value $18,196,236.

    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 21,387 shares
    Change vs previous 13F +794 shares

    0.51% of the 13F portfolio, value $19,796,449.

    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 20,593 shares
    Change vs previous 13F +974 shares

    0.58% of the 13F portfolio, value $20,415,965.

    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 19,619 shares
    Change vs previous 13F -736 shares

    0.57% of the 13F portfolio, value $18,560,464.

    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 20,355 shares
    Change vs previous 13F +3,822 shares

    0.61% of the 13F portfolio, value $18,653,191.

    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 16,533 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $17,672,859.

    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).