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IFP Advisors, Inc: PMTS position timeline

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

IFP Advisors, Inc held 1,076 PMTS 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 1,076 shares
    Change vs previous 13F -3,086 shares

    <0.01% of the 13F portfolio, value $22,359.

    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 4,162 shares
    Change vs previous 13F -1,299 shares

    <0.01% of the 13F portfolio, value $60,391.

    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 5,461 shares
    Change vs previous 13F -503 shares

    <0.01% of the 13F portfolio, value $80,167.

    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 5,964 shares
    Change vs previous 13F +1,622 shares

    <0.01% of the 13F portfolio, value $90,295.

    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 4,342 shares
    Change vs previous 13F +1,494 shares

    <0.01% of the 13F portfolio, value $103,419.

    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 2,848 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $83,192.

    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 3,048 shares
    Change vs previous 13F +1,498 shares

    <0.01% of the 13F portfolio, value $91,224.

    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 1,550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,137.

    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).