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IFP Advisors, Inc: KAUG position timeline

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

IFP Advisors, Inc held 6,857 KAUG 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 6,857 shares
    Change vs previous 13F +1,199 shares

    <0.01% of the 13F portfolio, value $196,282.

    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 5,658 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $151,683.

    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 5,658 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $150,107.

    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 5,358 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $139,298.

    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 5,353 shares
    Change vs previous 13F -2,187 shares

    <0.01% of the 13F portfolio, value $133,025.

    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 7,540 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $181,160.

    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 8,040 shares
    Change vs previous 13F +199 shares

    0.01% of the 13F portfolio, value $202,149.

    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 7,841 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $196,337.

    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).