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IFP Advisors, Inc: SCHF position timeline

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

IFP Advisors, Inc held 214,237 SCHF 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 214,237 shares
    Change vs previous 13F +25,997 shares

    0.11% of the 13F portfolio, value $5,934,365.

    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 188,240 shares
    Change vs previous 13F +2,189 shares

    0.1% of the 13F portfolio, value $4,658,940.

    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 186,051 shares
    Change vs previous 13F +23,011 shares

    0.1% of the 13F portfolio, value $4,472,666.

    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 163,040 shares
    Change vs previous 13F -11,994 shares

    0.1% of the 13F portfolio, value $3,795,571.

    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 175,034 shares
    Change vs previous 13F +24,522 shares

    0.11% of the 13F portfolio, value $3,868,250.

    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 150,512 shares
    Change vs previous 13F +19,979 shares

    0.09% of the 13F portfolio, value $2,977,153.

    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 130,533 shares
    Change vs previous 13F +72,845 shares

    0.08% of the 13F portfolio, value $2,414,881.

    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 57,688 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,372,085.

    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).