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Disclosery

IFP Advisors, Inc: SAN position timeline

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

IFP Advisors, Inc held 6,071 SAN 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 6,071 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $83,780.

    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 6,172 shares
    Change vs previous 13F +629 shares

    <0.01% of the 13F portfolio, value $69,620.

    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 5,543 shares
    Change vs previous 13F +2,494 shares

    <0.01% of the 13F portfolio, value $65,019.

    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 3,049 shares
    Change vs previous 13F -1,945 shares

    <0.01% of the 13F portfolio, value $31,954.

    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 4,994 shares
    Change vs previous 13F -5,989 shares

    <0.01% of the 13F portfolio, value $41,450.

    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 10,983 shares
    Change vs previous 13F -544 shares

    <0.01% of the 13F portfolio, value $73,587.

    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 11,527 shares
    Change vs previous 13F +646 shares

    <0.01% of the 13F portfolio, value $52,564.

    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 10,881 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $55,493.

    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).