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IFP Advisors, Inc: OEF position timeline

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

IFP Advisors, Inc held 72,781 OEF 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 72,781 shares
    Change vs previous 13F -21,248 shares

    0.48% of the 13F portfolio, value $26,628,384.

    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 94,029 shares
    Change vs previous 13F -11,087 shares

    0.62% of the 13F portfolio, value $29,907,804.

    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 105,116 shares
    Change vs previous 13F -1,546 shares

    0.81% of the 13F portfolio, value $36,051,635.

    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 106,662 shares
    Change vs previous 13F +22,206 shares

    0.92% of the 13F portfolio, value $35,501,380.

    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 84,456 shares
    Change vs previous 13F -18,451 shares

    0.73% of the 13F portfolio, value $25,705,700.

    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 102,907 shares
    Change vs previous 13F +3,277 shares

    0.86% of the 13F portfolio, value $27,871,469.

    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 99,630 shares
    Change vs previous 13F -2,810 shares

    0.94% of the 13F portfolio, value $28,778,395.

    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 102,440 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $28,352,485.

    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).