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IFP Advisors, Inc: ESGU position timeline

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

IFP Advisors, Inc held 5,444 ESGU 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 5,444 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $891,019.

    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 5,549 shares
    Change vs previous 13F +179 shares

    0.02% of the 13F portfolio, value $784,740.

    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 5,370 shares
    Change vs previous 13F -41 shares

    0.02% of the 13F portfolio, value $800,023.

    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 5,411 shares
    Change vs previous 13F -1,130 shares

    0.02% of the 13F portfolio, value $787,842.

    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 6,541 shares
    Change vs previous 13F +875 shares

    0.03% of the 13F portfolio, value $885,022.

    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 5,666 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $690,781.

    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 5,673 shares
    Change vs previous 13F +279 shares

    0.02% of the 13F portfolio, value $730,848.

    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 5,394 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $680,570.

    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).