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IFP Advisors, Inc: FPEI position timeline

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

IFP Advisors, Inc held 41,730 FPEI 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 41,730 shares
    Change vs previous 13F +10,108 shares

    0.01% of the 13F portfolio, value $804,972.

    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 31,622 shares
    Change vs previous 13F +6,645 shares

    0.01% of the 13F portfolio, value $600,818.

    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 24,977 shares
    Change vs previous 13F +1,861 shares

    0.01% of the 13F portfolio, value $484,304.

    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 23,116 shares
    Change vs previous 13F +12,914 shares

    0.01% of the 13F portfolio, value $447,063.

    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 10,202 shares
    Change vs previous 13F -3,140 shares

    0.01% of the 13F portfolio, value $193,729.

    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 13,342 shares
    Change vs previous 13F -9,530 shares

    0.01% of the 13F portfolio, value $249,506.

    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 22,872 shares
    Change vs previous 13F +49 shares

    0.01% of the 13F portfolio, value $427,708.

    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 22,823 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $435,234.

    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).