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IFP Advisors, Inc: PPTA position timeline

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

IFP Advisors, Inc held 50,405 PPTA 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 50,405 shares
    Change vs previous 13F -405 shares

    0.02% of the 13F portfolio, value $1,046,408.

    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 50,810 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $1,428,777.

    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 50,405 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $1,220,305.

    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 50,000 shares
    Change vs previous 13F +31 shares

    0.03% of the 13F portfolio, value $1,011,500.

    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 49,969 shares
    Change vs previous 13F -31 shares

    0.02% of the 13F portfolio, value $607,376.

    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 50,000 shares
    Change vs previous 13F +9,997 shares

    0.02% of the 13F portfolio, value $534,500.

    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 40,003 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $426,832.

    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 40,000 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $374,001.

    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).