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IFP Advisors, Inc: SEIC position timeline

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

IFP Advisors, Inc held 2,841 SEIC 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 2,841 shares
    Change vs previous 13F +663 shares

    <0.01% of the 13F portfolio, value $249,184.

    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 2,178 shares
    Change vs previous 13F -2,488 shares

    <0.01% of the 13F portfolio, value $170,908.

    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 4,666 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $382,705.

    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 4,593 shares
    Change vs previous 13F +2,888 shares

    0.01% of the 13F portfolio, value $389,716.

    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 1,705 shares
    Change vs previous 13F -231 shares

    <0.01% of the 13F portfolio, value $154,608.

    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 1,936 shares
    Change vs previous 13F +1,394 shares

    <0.01% of the 13F portfolio, value $157,828.

    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 542 shares
    Change vs previous 13F -161 shares

    <0.01% of the 13F portfolio, value $52,677.

    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 703 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $48,688.

    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).