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IFP Advisors, Inc: HLNE position timeline

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

IFP Advisors, Inc held 419 HLNE 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 419 shares
    Change vs previous 13F +322 shares

    <0.01% of the 13F portfolio, value $33,030.

    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 97 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $9,642.

    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 161 shares
    Change vs previous 13F +26 shares

    <0.01% of the 13F portfolio, value $21,624.

    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 135 shares
    Change vs previous 13F -876 shares

    <0.01% of the 13F portfolio, value $18,197.

    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 1,011 shares
    Change vs previous 13F +80 shares

    <0.01% of the 13F portfolio, value $143,683.

    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 931 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $138,411.

    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 910 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $134,723.

    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 874 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $147,174.

    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).