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IFP Advisors, Inc: IRM position timeline

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

IFP Advisors, Inc held 2,729 IRM 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 2,729 shares
    Change vs previous 13F +528 shares

    0.01% of the 13F portfolio, value $344,700.

    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 2,201 shares
    Change vs previous 13F -920 shares

    <0.01% of the 13F portfolio, value $224,810.

    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 3,121 shares
    Change vs previous 13F +921 shares

    0.01% of the 13F portfolio, value $258,887.

    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 2,200 shares
    Change vs previous 13F -1,327 shares

    0.01% of the 13F portfolio, value $224,268.

    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 3,527 shares
    Change vs previous 13F +728 shares

    0.01% of the 13F portfolio, value $396,490.

    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 2,799 shares
    Change vs previous 13F -1,614 shares

    0.01% of the 13F portfolio, value $240,854.

    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 4,413 shares
    Change vs previous 13F +848 shares

    0.02% of the 13F portfolio, value $463,848.

    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 3,565 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $423,629.

    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).