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IFP Advisors, Inc: DTE position timeline

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

IFP Advisors, Inc held 2,830 DTE 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 2,830 shares
    Change vs previous 13F +610 shares

    0.01% of the 13F portfolio, value $431,207.

    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 2,220 shares
    Change vs previous 13F -845 shares

    0.01% of the 13F portfolio, value $324,608.

    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 3,065 shares
    Change vs previous 13F -699 shares

    0.01% of the 13F portfolio, value $395,324.

    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 3,764 shares
    Change vs previous 13F +472 shares

    0.01% of the 13F portfolio, value $532,343.

    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 3,292 shares
    Change vs previous 13F -13,754 shares

    0.01% of the 13F portfolio, value $447,493.

    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 17,046 shares
    Change vs previous 13F +9,162 shares

    0.07% of the 13F portfolio, value $2,357,006.

    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 7,884 shares
    Change vs previous 13F -16,241 shares

    0.03% of the 13F portfolio, value $951,977.

    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 24,125 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,097,865.

    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).