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IFP Advisors, Inc: EFG position timeline

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

IFP Advisors, Inc held 159,304 EFG 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 159,304 shares
    Change vs previous 13F +48,087 shares

    0.36% of the 13F portfolio, value $19,820,604.

    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 111,217 shares
    Change vs previous 13F +84,126 shares

    0.26% of the 13F portfolio, value $12,386,237.

    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 27,091 shares
    Change vs previous 13F -6,492 shares

    0.07% of the 13F portfolio, value $3,086,207.

    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 33,583 shares
    Change vs previous 13F -2,743 shares

    0.1% of the 13F portfolio, value $3,824,432.

    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 36,326 shares
    Change vs previous 13F +3,582 shares

    0.12% of the 13F portfolio, value $4,068,722.

    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 32,744 shares
    Change vs previous 13F -7,398 shares

    0.1% of the 13F portfolio, value $3,274,241.

    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 40,142 shares
    Change vs previous 13F +6,128 shares

    0.13% of the 13F portfolio, value $3,886,891.

    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 34,014 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,661,235.

    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).