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IFP Advisors, Inc: PFEB position timeline

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

IFP Advisors, Inc held 30,446 PFEB 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 30,446 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $1,311,005.

    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 30,446 shares
    Change vs previous 13F -21,248 shares

    0.03% of the 13F portfolio, value $1,220,885.

    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 51,694 shares
    Change vs previous 13F -1,220 shares

    0.05% of the 13F portfolio, value $2,104,923.

    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 52,914 shares
    Change vs previous 13F -2,042 shares

    0.05% of the 13F portfolio, value $2,100,157.

    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 54,956 shares
    Change vs previous 13F +1,443 shares

    0.06% of the 13F portfolio, value $2,088,877.

    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 53,513 shares
    Change vs previous 13F +40,589 shares

    0.06% of the 13F portfolio, value $1,916,837.

    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 12,924 shares
    Change vs previous 13F -16,300 shares

    0.02% of the 13F portfolio, value $475,604.

    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 29,224 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,053,232.

    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).