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IFP Advisors, Inc: JHEM position timeline

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

IFP Advisors, Inc held 18,397 JHEM 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 18,397 shares
    Change vs previous 13F -889 shares

    0.01% of the 13F portfolio, value $740,358.

    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 19,286 shares
    Change vs previous 13F -1,634 shares

    0.01% of the 13F portfolio, value $660,700.

    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 20,920 shares
    Change vs previous 13F -600 shares

    0.02% of the 13F portfolio, value $688,268.

    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 21,520 shares
    Change vs previous 13F -3,835 shares

    0.02% of the 13F portfolio, value $681,216.

    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 25,355 shares
    Change vs previous 13F +829 shares

    0.02% of the 13F portfolio, value $740,094.

    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 24,526 shares
    Change vs previous 13F -1,432 shares

    0.02% of the 13F portfolio, value $653,910.

    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 25,958 shares
    Change vs previous 13F +63 shares

    0.02% of the 13F portfolio, value $671,039.

    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 25,895 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $740,586.

    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).