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IFP Advisors, Inc: SCHI position timeline

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

IFP Advisors, Inc held 30,987 SCHI 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 30,987 shares
    Change vs previous 13F +9,512 shares

    0.01% of the 13F portfolio, value $701,546.

    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 21,475 shares
    Change vs previous 13F -8,604 shares

    0.01% of the 13F portfolio, value $487,053.

    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 30,079 shares
    Change vs previous 13F +15,002 shares

    0.02% of the 13F portfolio, value $690,915.

    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 15,077 shares
    Change vs previous 13F +4,166 shares

    0.01% of the 13F portfolio, value $347,977.

    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 10,911 shares
    Change vs previous 13F +3,784 shares

    0.01% of the 13F portfolio, value $248,334.

    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 7,127 shares
    Change vs previous 13F +3,804 shares

    <0.01% of the 13F portfolio, value $160,073.

    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 3,323 shares
    Change vs previous 13F -7,028 shares

    <0.01% of the 13F portfolio, value $73,338.

    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 10,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $477,802.

    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).