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IFP Advisors, Inc: LQD position timeline

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

IFP Advisors, Inc held 5,468 LQD 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 5,468 shares
    Change vs previous 13F -1,280 shares

    0.01% of the 13F portfolio, value $596,395.

    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 6,748 shares
    Change vs previous 13F -2,753 shares

    0.02% of the 13F portfolio, value $735,465.

    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 9,501 shares
    Change vs previous 13F -532 shares

    0.02% of the 13F portfolio, value $1,046,915.

    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 10,033 shares
    Change vs previous 13F -3,393 shares

    0.03% of the 13F portfolio, value $1,118,379.

    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 13,426 shares
    Change vs previous 13F +115 shares

    0.04% of the 13F portfolio, value $1,471,713.

    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 13,311 shares
    Change vs previous 13F +1,008 shares

    0.04% of the 13F portfolio, value $1,446,705.

    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 12,303 shares
    Change vs previous 13F -910 shares

    0.04% of the 13F portfolio, value $1,314,312.

    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 13,213 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,492,897.

    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).