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IFP Advisors, Inc: FEP position timeline

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

IFP Advisors, Inc held 41,236 FEP 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 41,236 shares
    Change vs previous 13F +1,367 shares

    0.04% of the 13F portfolio, value $2,352,514.

    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 39,869 shares
    Change vs previous 13F +3,544 shares

    0.05% of the 13F portfolio, value $2,177,246.

    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 36,325 shares
    Change vs previous 13F +1,627 shares

    0.04% of the 13F portfolio, value $1,952,636.

    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 34,698 shares
    Change vs previous 13F -56 shares

    0.05% of the 13F portfolio, value $1,776,017.

    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 34,754 shares
    Change vs previous 13F +8,611 shares

    0.05% of the 13F portfolio, value $1,661,218.

    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 26,143 shares
    Change vs previous 13F -2,463 shares

    0.03% of the 13F portfolio, value $1,067,428.

    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 28,606 shares
    Change vs previous 13F +1,805 shares

    0.03% of the 13F portfolio, value $1,024,510.

    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 26,801 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,043,634.

    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).