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IFP Advisors, Inc: PEG position timeline

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

IFP Advisors, Inc held 18,794 PEG 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 18,794 shares
    Change vs previous 13F +1,673 shares

    0.03% of the 13F portfolio, value $1,525,321.

    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 17,121 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $1,385,945.

    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 17,151 shares
    Change vs previous 13F -908 shares

    0.03% of the 13F portfolio, value $1,377,225.

    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 18,059 shares
    Change vs previous 13F +321 shares

    0.04% of the 13F portfolio, value $1,507,204.

    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 17,738 shares
    Change vs previous 13F -357 shares

    0.04% of the 13F portfolio, value $1,506,009.

    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 18,095 shares
    Change vs previous 13F +754 shares

    0.05% of the 13F portfolio, value $1,489,241.

    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 17,341 shares
    Change vs previous 13F +2,171 shares

    0.05% of the 13F portfolio, value $1,465,155.

    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 15,170 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,353,296.

    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).