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IFP Advisors, Inc: SCHH position timeline

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

IFP Advisors, Inc held 64,394 SCHH 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 64,394 shares
    Change vs previous 13F +11,780 shares

    0.03% of the 13F portfolio, value $1,524,850.

    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 52,614 shares
    Change vs previous 13F +3,494 shares

    0.02% of the 13F portfolio, value $1,130,675.

    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 49,120 shares
    Change vs previous 13F +8,321 shares

    0.02% of the 13F portfolio, value $1,026,117.

    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 40,799 shares
    Change vs previous 13F +4,645 shares

    0.02% of the 13F portfolio, value $880,034.

    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 36,154 shares
    Change vs previous 13F +5,313 shares

    0.02% of the 13F portfolio, value $765,047.

    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 30,841 shares
    Change vs previous 13F +2,745 shares

    0.02% of the 13F portfolio, value $663,388.

    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 28,096 shares
    Change vs previous 13F +5,090 shares

    0.02% of the 13F portfolio, value $591,705.

    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 23,006 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $533,055.

    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).