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IFP Advisors, Inc: OCTW position timeline

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

IFP Advisors, Inc held 9,948 OCTW 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 9,948 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $406,973.

    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 9,998 shares
    Change vs previous 13F +225 shares

    0.01% of the 13F portfolio, value $384,623.

    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 9,773 shares
    Change vs previous 13F +343 shares

    0.01% of the 13F portfolio, value $381,147.

    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 9,430 shares
    Change vs previous 13F +2,686 shares

    0.01% of the 13F portfolio, value $361,457.

    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 6,744 shares
    Change vs previous 13F +1,653 shares

    0.01% of the 13F portfolio, value $249,595.

    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 5,091 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $178,796.

    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 5,091 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $181,020.

    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 4,941 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $173,429.

    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).