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IFP Advisors, Inc: GEV position timeline

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

IFP Advisors, Inc held 6,840 GEV 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 6,840 shares
    Change vs previous 13F +756 shares

    0.15% of the 13F portfolio, value $8,036,042.

    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 6,084 shares
    Change vs previous 13F +359 shares

    0.11% of the 13F portfolio, value $5,310,724.

    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 5,725 shares
    Change vs previous 13F +1,210 shares

    0.08% of the 13F portfolio, value $3,741,688.

    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 4,515 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $2,776,274.

    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 4,522 shares
    Change vs previous 13F -594 shares

    0.07% of the 13F portfolio, value $2,393,237.

    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 5,116 shares
    Change vs previous 13F +281 shares

    0.05% of the 13F portfolio, value $1,562,126.

    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 4,835 shares
    Change vs previous 13F +675 shares

    0.05% of the 13F portfolio, value $1,590,372.

    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 4,160 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,060,716.

    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).