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IFP Advisors, Inc: FTSM position timeline

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

IFP Advisors, Inc held 412,661 FTSM 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 412,661 shares
    Change vs previous 13F -22,873 shares

    0.45% of the 13F portfolio, value $24,648,242.

    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 435,534 shares
    Change vs previous 13F +118,719 shares

    0.54% of the 13F portfolio, value $26,036,223.

    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 316,815 shares
    Change vs previous 13F -44,781 shares

    0.43% of the 13F portfolio, value $18,986,723.

    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 361,596 shares
    Change vs previous 13F -395,394 shares

    0.56% of the 13F portfolio, value $21,663,216.

    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 756,990 shares
    Change vs previous 13F -13,074 shares

    1.29% of the 13F portfolio, value $45,320,994.

    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 770,064 shares
    Change vs previous 13F +417,113 shares

    1.42% of the 13F portfolio, value $46,080,620.

    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 352,951 shares
    Change vs previous 13F +59,904 shares

    0.69% of the 13F portfolio, value $21,095,903.

    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 293,047 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $17,544,529.

    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).