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IFP Advisors, Inc: GSEW position timeline

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

IFP Advisors, Inc held 225,517 GSEW 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 225,517 shares
    Change vs previous 13F +6,447 shares

    0.38% of the 13F portfolio, value $21,293,315.

    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 219,070 shares
    Change vs previous 13F +7,412 shares

    0.38% of the 13F portfolio, value $18,546,466.

    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 211,658 shares
    Change vs previous 13F +15,109 shares

    0.4% of the 13F portfolio, value $18,016,329.

    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 196,549 shares
    Change vs previous 13F +35,461 shares

    0.43% of the 13F portfolio, value $16,714,527.

    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 161,088 shares
    Change vs previous 13F +1,379 shares

    0.37% of the 13F portfolio, value $13,135,093.

    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 159,709 shares
    Change vs previous 13F +182 shares

    0.37% of the 13F portfolio, value $12,144,266.

    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 159,527 shares
    Change vs previous 13F +2,483 shares

    0.4% of the 13F portfolio, value $12,318,679.

    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 157,044 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,166,985.

    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).