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IFP Advisors, Inc: PSDM position timeline

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

IFP Advisors, Inc held 32,200 PSDM 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 32,200 shares
    Change vs previous 13F +893 shares

    0.03% of the 13F portfolio, value $1,638,980.

    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 31,307 shares
    Change vs previous 13F +1,357 shares

    0.03% of the 13F portfolio, value $1,595,718.

    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 29,950 shares
    Change vs previous 13F +730 shares

    0.03% of the 13F portfolio, value $1,541,526.

    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 29,220 shares
    Change vs previous 13F +6,878 shares

    0.04% of the 13F portfolio, value $1,506,875.

    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 22,342 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,147,846.

    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).