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IFP Advisors, Inc: SCHC position timeline

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

IFP Advisors, Inc held 27,155 SCHC 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 27,155 shares
    Change vs previous 13F +2,398 shares

    0.02% of the 13F portfolio, value $1,306,699.

    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 24,757 shares
    Change vs previous 13F +1,863 shares

    0.02% of the 13F portfolio, value $1,157,142.

    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 22,894 shares
    Change vs previous 13F +3,206 shares

    0.02% of the 13F portfolio, value $1,042,364.

    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 19,688 shares
    Change vs previous 13F +2,358 shares

    0.02% of the 13F portfolio, value $896,001.

    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 17,330 shares
    Change vs previous 13F +4,125 shares

    0.02% of the 13F portfolio, value $738,092.

    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 13,205 shares
    Change vs previous 13F +2,179 shares

    0.01% of the 13F portfolio, value $473,795.

    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 11,026 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $378,516.

    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 10,241 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $394,585.

    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).