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IFP Advisors, Inc: ISEP position timeline

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

IFP Advisors, Inc held 1,158 ISEP 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 1,158 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $40,067.

    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 1,158 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $37,971.

    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 1,198 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $39,048.

    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 1,528 shares
    Change vs previous 13F -2,142 shares

    <0.01% of the 13F portfolio, value $48,694.

    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 3,670 shares
    Change vs previous 13F -2,630 shares

    <0.01% of the 13F portfolio, value $113,457.

    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 6,300 shares
    Change vs previous 13F -1,900 shares

    0.01% of the 13F portfolio, value $181,188.

    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 8,200 shares
    Change vs previous 13F +1,000 shares

    0.01% of the 13F portfolio, value $225,954.

    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 7,200 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,656.

    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).