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Disclosery

IFP Advisors, Inc: PTL position timeline

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

IFP Advisors, Inc held 3,596 PTL 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 3,596 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $1,028,780.

    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 3,565 shares
    Change vs previous 13F +28 shares

    0.02% of the 13F portfolio, value $893,229.

    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 3,537 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $877,848.

    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 3,524 shares
    Change vs previous 13F +31 shares

    0.02% of the 13F portfolio, value $878,361.

    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 3,493 shares
    Change vs previous 13F +3,126 shares

    0.02% of the 13F portfolio, value $800,944.

    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 367 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $75,424.

    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 283 shares
    Change vs previous 13F +157 shares

    <0.01% of the 13F portfolio, value $60,361.

    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 126 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,902.

    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).