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IFP Advisors, Inc: MA position timeline

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

IFP Advisors, Inc held 21,615 MA 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 21,615 shares
    Change vs previous 13F +2,418 shares

    0.2% of the 13F portfolio, value $11,101,464.

    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 19,197 shares
    Change vs previous 13F +1,596 shares

    0.2% of the 13F portfolio, value $9,591,973.

    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 17,601 shares
    Change vs previous 13F +478 shares

    0.23% of the 13F portfolio, value $10,048,059.

    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 17,123 shares
    Change vs previous 13F +1,021 shares

    0.25% of the 13F portfolio, value $9,739,734.

    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 16,102 shares
    Change vs previous 13F +361 shares

    0.26% of the 13F portfolio, value $9,124,096.

    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 15,741 shares
    Change vs previous 13F -48 shares

    0.27% of the 13F portfolio, value $8,628,622.

    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 15,789 shares
    Change vs previous 13F -27 shares

    0.27% of the 13F portfolio, value $8,315,646.

    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 15,816 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $7,810,676.

    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).