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IFP Advisors, Inc: OALC position timeline

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

IFP Advisors, Inc held 13,211 OALC 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 13,211 shares
    Change vs previous 13F -208 shares

    0.01% of the 13F portfolio, value $542,094.

    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 13,419 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $459,887.

    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 13,259 shares
    Change vs previous 13F -333 shares

    0.01% of the 13F portfolio, value $470,032.

    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 13,592 shares
    Change vs previous 13F -494 shares

    0.01% of the 13F portfolio, value $473,112.

    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 14,086 shares
    Change vs previous 13F +10,041 shares

    0.01% of the 13F portfolio, value $457,090.

    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 4,045 shares
    Change vs previous 13F +974 shares

    <0.01% of the 13F portfolio, value $115,586.

    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 3,071 shares
    Change vs previous 13F +1,926 shares

    <0.01% of the 13F portfolio, value $90,992.

    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 1,145 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,482.

    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).