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IFP Advisors, Inc: FRDM position timeline

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

IFP Advisors, Inc held 47,678 FRDM 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 47,678 shares
    Change vs previous 13F +21,035 shares

    0.06% of the 13F portfolio, value $3,475,726.

    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 26,643 shares
    Change vs previous 13F -1,574 shares

    0.03% of the 13F portfolio, value $1,456,040.

    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 28,217 shares
    Change vs previous 13F +344 shares

    0.03% of the 13F portfolio, value $1,446,686.

    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 27,873 shares
    Change vs previous 13F +2,996 shares

    0.03% of the 13F portfolio, value $1,235,053.

    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 24,877 shares
    Change vs previous 13F +22,195 shares

    0.03% of the 13F portfolio, value $1,005,116.

    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 2,682 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $94,010.

    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).