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IFP Advisors, Inc: KOCT position timeline

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

IFP Advisors, Inc held 25,617 KOCT 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 25,617 shares
    Change vs previous 13F -1,700 shares

    0.02% of the 13F portfolio, value $957,051.

    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 27,317 shares
    Change vs previous 13F +2,482 shares

    0.02% of the 13F portfolio, value $926,781.

    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 24,835 shares
    Change vs previous 13F +13,486 shares

    0.02% of the 13F portfolio, value $836,194.

    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 11,349 shares
    Change vs previous 13F +1,084 shares

    0.01% of the 13F portfolio, value $374,744.

    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 10,265 shares
    Change vs previous 13F -2,367 shares

    0.01% of the 13F portfolio, value $313,082.

    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 12,632 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $369,711.

    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 12,632 shares
    Change vs previous 13F +6,318 shares

    0.01% of the 13F portfolio, value $386,160.

    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 6,314 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $191,693.

    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).