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IFP Advisors, Inc: FPE position timeline

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

IFP Advisors, Inc held 135,670 FPE 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 135,670 shares
    Change vs previous 13F +18,502 shares

    0.04% of the 13F portfolio, value $2,425,780.

    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 117,168 shares
    Change vs previous 13F -85 shares

    0.04% of the 13F portfolio, value $2,079,732.

    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 117,253 shares
    Change vs previous 13F +10,318 shares

    0.05% of the 13F portfolio, value $2,136,350.

    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 106,935 shares
    Change vs previous 13F +18,790 shares

    0.05% of the 13F portfolio, value $1,950,494.

    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 88,145 shares
    Change vs previous 13F -82,153 shares

    0.04% of the 13F portfolio, value $1,568,998.

    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 170,298 shares
    Change vs previous 13F +5,848 shares

    0.09% of the 13F portfolio, value $2,995,582.

    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 164,450 shares
    Change vs previous 13F +22,648 shares

    0.1% of the 13F portfolio, value $2,910,801.

    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 141,802 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,566,608.

    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).