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IFP Advisors, Inc: ESUM position timeline

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

IFP Advisors, Inc held 47,733 ESUM 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 47,733 shares
    Change vs previous 13F +317 shares

    0.03% of the 13F portfolio, value $1,462,300.

    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 47,416 shares
    Change vs previous 13F +1,322 shares

    0.03% of the 13F portfolio, value $1,241,351.

    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 46,094 shares
    Change vs previous 13F +124 shares

    0.03% of the 13F portfolio, value $1,241,311.

    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 45,970 shares
    Change vs previous 13F +747 shares

    0.03% of the 13F portfolio, value $1,249,465.

    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 45,223 shares
    Change vs previous 13F +43,906 shares

    0.03% of the 13F portfolio, value $1,175,406.

    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 1,317 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,093.

    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).