Skip to content
Disclosery

IFP Advisors, Inc: HLN position timeline

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

IFP Advisors, Inc held 3,683 HLN 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 3,683 shares
    Change vs previous 13F -1,062 shares

    <0.01% of the 13F portfolio, value $34,362.

    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 4,745 shares
    Change vs previous 13F +946 shares

    <0.01% of the 13F portfolio, value $47,497.

    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 3,799 shares
    Change vs previous 13F +607 shares

    <0.01% of the 13F portfolio, value $38,408.

    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 3,192 shares
    Change vs previous 13F -886 shares

    <0.01% of the 13F portfolio, value $28,632.

    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 4,078 shares
    Change vs previous 13F +271 shares

    <0.01% of the 13F portfolio, value $42,287.

    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 3,807 shares
    Change vs previous 13F -4,144 shares

    <0.01% of the 13F portfolio, value $39,177.

    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 7,951 shares
    Change vs previous 13F +649 shares

    <0.01% of the 13F portfolio, value $75,852.

    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 7,302 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $77,255.

    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).