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IFP Advisors, Inc: DE position timeline

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

IFP Advisors, Inc held 9,046 DE 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 9,046 shares
    Change vs previous 13F +351 shares

    0.1% of the 13F portfolio, value $5,738,149.

    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 8,695 shares
    Change vs previous 13F -674 shares

    0.1% of the 13F portfolio, value $4,897,894.

    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 9,369 shares
    Change vs previous 13F +5,986 shares

    0.1% of the 13F portfolio, value $4,361,925.

    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 3,383 shares
    Change vs previous 13F +226 shares

    0.04% of the 13F portfolio, value $1,546,911.

    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 3,157 shares
    Change vs previous 13F -173 shares

    0.05% of the 13F portfolio, value $1,716,605.

    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 3,330 shares
    Change vs previous 13F -4,139 shares

    0.05% of the 13F portfolio, value $1,563,645.

    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 7,469 shares
    Change vs previous 13F -605 shares

    0.1% of the 13F portfolio, value $3,170,345.

    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 8,074 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,369,857.

    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).