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IFP Advisors, Inc: PEP position timeline

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

IFP Advisors, Inc held 26,736 PEP 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 26,736 shares
    Change vs previous 13F +3,752 shares

    0.07% of the 13F portfolio, value $3,620,054.

    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 22,984 shares
    Change vs previous 13F -187 shares

    0.07% of the 13F portfolio, value $3,569,185.

    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 23,171 shares
    Change vs previous 13F +2,990 shares

    0.07% of the 13F portfolio, value $3,325,502.

    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 20,181 shares
    Change vs previous 13F +967 shares

    0.07% of the 13F portfolio, value $2,834,220.

    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 19,214 shares
    Change vs previous 13F -435 shares

    0.07% of the 13F portfolio, value $2,537,124.

    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 19,649 shares
    Change vs previous 13F +992 shares

    0.09% of the 13F portfolio, value $2,946,149.

    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 18,657 shares
    Change vs previous 13F -5,022 shares

    0.09% of the 13F portfolio, value $2,837,102.

    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 23,679 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,027,103.

    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).