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IFP Advisors, Inc: ED position timeline

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

IFP Advisors, Inc held 14,889 ED 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 14,889 shares
    Change vs previous 13F -1,005 shares

    0.03% of the 13F portfolio, value $1,647,170.

    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 15,894 shares
    Change vs previous 13F -2,622 shares

    0.04% of the 13F portfolio, value $1,798,883.

    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 18,516 shares
    Change vs previous 13F +3,162 shares

    0.04% of the 13F portfolio, value $1,839,009.

    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 15,354 shares
    Change vs previous 13F +10,190 shares

    0.04% of the 13F portfolio, value $1,543,384.

    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 5,164 shares
    Change vs previous 13F -7,367 shares

    0.02% of the 13F portfolio, value $536,767.

    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 12,531 shares
    Change vs previous 13F +365 shares

    0.04% of the 13F portfolio, value $1,385,833.

    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 12,166 shares
    Change vs previous 13F -3,006 shares

    0.04% of the 13F portfolio, value $1,085,681.

    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 15,172 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,580,104.

    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).