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IFP Advisors, Inc: EIPX position timeline

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

IFP Advisors, Inc held 3,964 EIPX 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 3,964 shares
    Change vs previous 13F -49 shares

    <0.01% of the 13F portfolio, value $124,073.

    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 4,013 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $129,058.

    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 4,015 shares
    Change vs previous 13F -16,982 shares

    <0.01% of the 13F portfolio, value $106,157.

    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 20,997 shares
    Change vs previous 13F -1,050 shares

    0.01% of the 13F portfolio, value $549,422.

    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 22,047 shares
    Change vs previous 13F -34 shares

    0.02% of the 13F portfolio, value $565,150.

    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 22,081 shares
    Change vs previous 13F +639 shares

    0.02% of the 13F portfolio, value $575,207.

    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 21,442 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $525,514.

    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).