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IFP Advisors, Inc: PFXF position timeline

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

IFP Advisors, Inc held 25,188 PFXF 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 25,188 shares
    Change vs previous 13F +2,543 shares

    0.01% of the 13F portfolio, value $449,354.

    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 22,645 shares
    Change vs previous 13F -1,618 shares

    0.01% of the 13F portfolio, value $397,193.

    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 24,263 shares
    Change vs previous 13F +4,140 shares

    0.01% of the 13F portfolio, value $428,485.

    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 20,123 shares
    Change vs previous 13F +4,832 shares

    0.01% of the 13F portfolio, value $357,586.

    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 15,291 shares
    Change vs previous 13F +3,077 shares

    0.01% of the 13F portfolio, value $261,780.

    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 12,214 shares
    Change vs previous 13F +2,412 shares

    0.01% of the 13F portfolio, value $204,712.

    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 9,802 shares
    Change vs previous 13F +2,210 shares

    0.01% of the 13F portfolio, value $169,085.

    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 7,592 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $138,630.

    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).