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IFP Advisors, Inc: FLOT position timeline

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

IFP Advisors, Inc held 20,396 FLOT 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 20,396 shares
    Change vs previous 13F +623 shares

    0.02% of the 13F portfolio, value $1,041,216.

    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 19,773 shares
    Change vs previous 13F -1,245 shares

    0.02% of the 13F portfolio, value $1,007,434.

    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 21,018 shares
    Change vs previous 13F -5,483 shares

    0.02% of the 13F portfolio, value $1,068,975.

    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 26,501 shares
    Change vs previous 13F +3,814 shares

    0.04% of the 13F portfolio, value $1,353,804.

    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 22,687 shares
    Change vs previous 13F +7,106 shares

    0.03% of the 13F portfolio, value $1,157,481.

    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 15,581 shares
    Change vs previous 13F +1,612 shares

    0.02% of the 13F portfolio, value $795,360.

    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 13,969 shares
    Change vs previous 13F -2,832 shares

    0.02% of the 13F portfolio, value $710,738.

    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 16,801 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $857,432.

    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).