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IFP Advisors, Inc: SGOV position timeline

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

IFP Advisors, Inc held 118,044 SGOV 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 118,044 shares
    Change vs previous 13F -23,856 shares

    0.21% of the 13F portfolio, value $11,883,489.

    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 141,900 shares
    Change vs previous 13F +86,659 shares

    0.3% of the 13F portfolio, value $14,283,654.

    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 55,241 shares
    Change vs previous 13F +24,050 shares

    0.12% of the 13F portfolio, value $5,545,092.

    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 31,191 shares
    Change vs previous 13F +27,732 shares

    0.08% of the 13F portfolio, value $3,140,934.

    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 3,459 shares
    Change vs previous 13F -786 shares

    0.01% of the 13F portfolio, value $348,288.

    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 4,245 shares
    Change vs previous 13F -1,413 shares

    0.01% of the 13F portfolio, value $427,342.

    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 5,658 shares
    Change vs previous 13F +1,789 shares

    0.02% of the 13F portfolio, value $567,609.

    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 3,869 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,685.

    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).