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IFP Advisors, Inc: META position timeline

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

IFP Advisors, Inc held 41,474 META 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 41,474 shares
    Change vs previous 13F +908 shares

    0.42% of the 13F portfolio, value $23,361,889.

    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 40,566 shares
    Change vs previous 13F +818 shares

    0.48% of the 13F portfolio, value $23,209,026.

    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 39,748 shares
    Change vs previous 13F +8,395 shares

    0.59% of the 13F portfolio, value $26,237,257.

    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 31,353 shares
    Change vs previous 13F +284 shares

    0.6% of the 13F portfolio, value $23,025,016.

    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 31,069 shares
    Change vs previous 13F +4,451 shares

    0.65% of the 13F portfolio, value $23,014,152.

    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 26,618 shares
    Change vs previous 13F +3,993 shares

    0.47% of the 13F portfolio, value $15,347,768.

    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 22,625 shares
    Change vs previous 13F +2,658 shares

    0.43% of the 13F portfolio, value $13,252,414.

    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 19,967 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $11,433,373.

    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).