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IFP Advisors, Inc: OAKM position timeline

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

IFP Advisors, Inc held 78,467 OAKM 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 78,467 shares
    Change vs previous 13F -1,514 shares

    0.04% of the 13F portfolio, value $2,210,415.

    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 79,981 shares
    Change vs previous 13F +3,922 shares

    0.05% of the 13F portfolio, value $2,204,676.

    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 76,059 shares
    Change vs previous 13F -2,491 shares

    0.05% of the 13F portfolio, value $2,157,033.

    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 78,550 shares
    Change vs previous 13F +24,311 shares

    0.05% of the 13F portfolio, value $2,103,569.

    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 54,239 shares
    Change vs previous 13F +38,230 shares

    0.04% of the 13F portfolio, value $1,392,860.

    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 16,009 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $391,420.

    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).