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IFP Advisors, Inc: PSEP position timeline

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

IFP Advisors, Inc held 16,673 PSEP 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 16,673 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $767,792.

    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 16,673 shares
    Change vs previous 13F -2,950 shares

    0.01% of the 13F portfolio, value $717,939.

    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 19,623 shares
    Change vs previous 13F +1,680 shares

    0.02% of the 13F portfolio, value $857,886.

    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 17,943 shares
    Change vs previous 13F +7,023 shares

    0.02% of the 13F portfolio, value $770,652.

    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 10,920 shares
    Change vs previous 13F -30,341 shares

    0.01% of the 13F portfolio, value $446,518.

    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 41,261 shares
    Change vs previous 13F -5,169 shares

    0.05% of the 13F portfolio, value $1,584,834.

    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 46,430 shares
    Change vs previous 13F +600 shares

    0.06% of the 13F portfolio, value $1,814,733.

    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 45,830 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,765,830.

    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).