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IFP Advisors, Inc: POCT position timeline

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

IFP Advisors, Inc held 65,050 POCT 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 65,050 shares
    Change vs previous 13F -130 shares

    0.05% of the 13F portfolio, value $3,018,970.

    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 65,180 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $2,809,910.

    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 65,260 shares
    Change vs previous 13F +20,874 shares

    0.06% of the 13F portfolio, value $2,866,219.

    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 44,386 shares
    Change vs previous 13F -7,866 shares

    0.05% of the 13F portfolio, value $1,913,037.

    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 52,252 shares
    Change vs previous 13F -1,087 shares

    0.06% of the 13F portfolio, value $2,158,007.

    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 53,339 shares
    Change vs previous 13F +640 shares

    0.06% of the 13F portfolio, value $2,072,216.

    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 52,699 shares
    Change vs previous 13F +17,523 shares

    0.07% of the 13F portfolio, value $2,085,113.

    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 35,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,370,107.

    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).