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IFP Advisors, Inc: HE position timeline

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

IFP Advisors, Inc held 710 HE 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 710 shares
    Change vs previous 13F +339 shares

    <0.01% of the 13F portfolio, value $9,606.

    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 371 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $5,506.

    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 162 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $1,993.

    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 162 shares
    Change vs previous 13F -1,968 shares

    <0.01% of the 13F portfolio, value $1,788.

    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 2,130 shares
    Change vs previous 13F -3,018 shares

    <0.01% of the 13F portfolio, value $33,139.

    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 5,148 shares
    Change vs previous 13F +700 shares

    <0.01% of the 13F portfolio, value $56,723.

    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 4,448 shares
    Change vs previous 13F +854 shares

    <0.01% of the 13F portfolio, value $43,599.

    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 3,594 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,785.

    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).