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Disclosery

IFP Advisors, Inc: PSN position timeline

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

IFP Advisors, Inc held 1,623 PSN 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 1,623 shares
    Change vs previous 13F +213 shares

    <0.01% of the 13F portfolio, value $85,029.

    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 1,410 shares
    Change vs previous 13F -513 shares

    <0.01% of the 13F portfolio, value $76,380.

    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 1,923 shares
    Change vs previous 13F +857 shares

    <0.01% of the 13F portfolio, value $118,841.

    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 1,066 shares
    Change vs previous 13F +326 shares

    <0.01% of the 13F portfolio, value $88,393.

    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 740 shares
    Change vs previous 13F -777 shares

    <0.01% of the 13F portfolio, value $57,560.

    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 1,517 shares
    Change vs previous 13F +1,024 shares

    <0.01% of the 13F portfolio, value $89,823.

    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 493 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $45,480.

    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 479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $49,663.

    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).