Skip to content
Disclosery

IFP Advisors, Inc: QUAL position timeline

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

IFP Advisors, Inc held 51,558 QUAL 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 51,558 shares
    Change vs previous 13F -9,357 shares

    0.2% of the 13F portfolio, value $11,313,372.

    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 60,915 shares
    Change vs previous 13F -25,422 shares

    0.24% of the 13F portfolio, value $11,684,106.

    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 86,337 shares
    Change vs previous 13F -16,950 shares

    0.38% of the 13F portfolio, value $17,148,255.

    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 103,287 shares
    Change vs previous 13F -27,126 shares

    0.52% of the 13F portfolio, value $20,089,322.

    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 130,413 shares
    Change vs previous 13F +50,025 shares

    0.68% of the 13F portfolio, value $23,842,405.

    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 80,388 shares
    Change vs previous 13F +9,836 shares

    0.42% of the 13F portfolio, value $13,738,566.

    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 70,552 shares
    Change vs previous 13F +3,016 shares

    0.41% of the 13F portfolio, value $12,564,217.

    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 67,536 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $12,110,264.

    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).