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IFP Advisors, Inc: IEF position timeline

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

IFP Advisors, Inc held 467,027 IEF 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 467,027 shares
    Change vs previous 13F +112,935 shares

    0.8% of the 13F portfolio, value $44,166,743.

    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 354,092 shares
    Change vs previous 13F +87,165 shares

    0.7% of the 13F portfolio, value $33,794,540.

    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 266,927 shares
    Change vs previous 13F +198,298 shares

    0.58% of the 13F portfolio, value $25,667,700.

    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 68,629 shares
    Change vs previous 13F +4,911 shares

    0.17% of the 13F portfolio, value $6,619,953.

    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 63,718 shares
    Change vs previous 13F +14,771 shares

    0.17% of the 13F portfolio, value $6,102,656.

    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 48,947 shares
    Change vs previous 13F -377 shares

    0.14% of the 13F portfolio, value $4,668,007.

    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 49,324 shares
    Change vs previous 13F +2,494 shares

    0.15% of the 13F portfolio, value $4,560,344.

    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 46,830 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,595,318.

    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).