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Disclosery

IFP Advisors, Inc: EXEL position timeline

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

IFP Advisors, Inc held 43,101 EXEL 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 43,101 shares
    Change vs previous 13F -349 shares

    0.04% of the 13F portfolio, value $2,345,125.

    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 43,450 shares
    Change vs previous 13F -4,879 shares

    0.04% of the 13F portfolio, value $1,863,570.

    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 48,329 shares
    Change vs previous 13F +13 shares

    0.05% of the 13F portfolio, value $2,118,260.

    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 48,316 shares
    Change vs previous 13F +8,267 shares

    0.05% of the 13F portfolio, value $1,995,451.

    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 40,049 shares
    Change vs previous 13F +6,812 shares

    0.05% of the 13F portfolio, value $1,765,159.

    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 33,237 shares
    Change vs previous 13F +16,708 shares

    0.04% of the 13F portfolio, value $1,227,108.

    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 16,529 shares
    Change vs previous 13F +4,110 shares

    0.02% of the 13F portfolio, value $550,415.

    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 12,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $322,274.

    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).