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IFP Advisors, Inc: PEY position timeline

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

IFP Advisors, Inc held 120,570 PEY 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 120,570 shares
    Change vs previous 13F -2,421 shares

    0.05% of the 13F portfolio, value $2,794,813.

    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 122,991 shares
    Change vs previous 13F -2,253 shares

    0.05% of the 13F portfolio, value $2,634,320.

    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 125,244 shares
    Change vs previous 13F +15,956 shares

    0.06% of the 13F portfolio, value $2,553,174.

    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 109,288 shares
    Change vs previous 13F -657 shares

    0.06% of the 13F portfolio, value $2,302,359.

    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 109,945 shares
    Change vs previous 13F -185 shares

    0.06% of the 13F portfolio, value $2,243,961.

    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 110,130 shares
    Change vs previous 13F +2,112 shares

    0.07% of the 13F portfolio, value $2,364,470.

    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 108,018 shares
    Change vs previous 13F -697 shares

    0.08% of the 13F portfolio, value $2,296,446.

    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 108,715 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,384,114.

    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).