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IFP Advisors, Inc: PM position timeline

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

IFP Advisors, Inc held 43,201 PM 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 43,201 shares
    Change vs previous 13F -1,017 shares

    0.14% of the 13F portfolio, value $7,815,493.

    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 44,218 shares
    Change vs previous 13F +3,654 shares

    0.15% of the 13F portfolio, value $7,311,004.

    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 40,564 shares
    Change vs previous 13F +2,449 shares

    0.15% of the 13F portfolio, value $6,506,466.

    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 38,115 shares
    Change vs previous 13F -993 shares

    0.16% of the 13F portfolio, value $6,182,253.

    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 39,108 shares
    Change vs previous 13F +980 shares

    0.2% of the 13F portfolio, value $7,122,579.

    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 38,128 shares
    Change vs previous 13F +6,173 shares

    0.19% of the 13F portfolio, value $6,051,909.

    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 31,955 shares
    Change vs previous 13F +2,506 shares

    0.13% of the 13F portfolio, value $3,845,874.

    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 29,449 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,574,681.

    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).