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Disclosery

IFP Advisors, Inc: EW position timeline

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

IFP Advisors, Inc held 6,175 EW 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 6,175 shares
    Change vs previous 13F -806 shares

    0.01% of the 13F portfolio, value $558,590.

    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 6,981 shares
    Change vs previous 13F -5,527 shares

    0.01% of the 13F portfolio, value $559,038.

    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 12,508 shares
    Change vs previous 13F +5,807 shares

    0.02% of the 13F portfolio, value $1,066,307.

    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 6,701 shares
    Change vs previous 13F +156 shares

    0.01% of the 13F portfolio, value $521,137.

    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 6,545 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $511,822.

    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 6,103 shares
    Change vs previous 13F +3,246 shares

    0.01% of the 13F portfolio, value $442,322.

    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 2,857 shares
    Change vs previous 13F -646 shares

    0.01% of the 13F portfolio, value $211,492.

    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 3,503 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $231,142.

    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).