Skip to content
Disclosery

IFP Advisors, Inc: O position timeline

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

IFP Advisors, Inc held 56,729 O 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 56,729 shares
    Change vs previous 13F -24 shares

    0.06% of the 13F portfolio, value $3,514,929.

    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 56,753 shares
    Change vs previous 13F +203 shares

    0.07% of the 13F portfolio, value $3,472,149.

    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 56,550 shares
    Change vs previous 13F +5,212 shares

    0.07% of the 13F portfolio, value $3,187,724.

    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 51,338 shares
    Change vs previous 13F -961 shares

    0.08% of the 13F portfolio, value $3,120,837.

    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 52,299 shares
    Change vs previous 13F +42,065 shares

    0.09% of the 13F portfolio, value $3,012,967.

    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 10,234 shares
    Change vs previous 13F +2,259 shares

    0.02% of the 13F portfolio, value $593,618.

    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 7,975 shares
    Change vs previous 13F +1,837 shares

    0.01% of the 13F portfolio, value $425,904.

    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 6,138 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,310.

    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).