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IFP Advisors, Inc: FIXD position timeline

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

IFP Advisors, Inc held 169,238 FIXD 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 169,238 shares
    Change vs previous 13F -37,393 shares

    0.13% of the 13F portfolio, value $7,380,469.

    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 206,631 shares
    Change vs previous 13F +4,303 shares

    0.19% of the 13F portfolio, value $9,007,045.

    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 202,328 shares
    Change vs previous 13F -6,226 shares

    0.2% of the 13F portfolio, value $8,967,177.

    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 208,554 shares
    Change vs previous 13F -5,831 shares

    0.24% of the 13F portfolio, value $9,263,969.

    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 214,385 shares
    Change vs previous 13F +5,126 shares

    0.27% of the 13F portfolio, value $9,409,385.

    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 209,259 shares
    Change vs previous 13F -15,349 shares

    0.28% of the 13F portfolio, value $9,173,952.

    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 224,608 shares
    Change vs previous 13F +21,291 shares

    0.32% of the 13F portfolio, value $9,651,409.

    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 203,317 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $9,198,076.

    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).