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IFP Advisors, Inc: SHM position timeline

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

IFP Advisors, Inc held 6,174 SHM 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 6,174 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $296,136.

    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 6,183 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $295,733.

    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 6,183 shares
    Change vs previous 13F +2,686 shares

    0.01% of the 13F portfolio, value $296,722.

    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 3,497 shares
    Change vs previous 13F +947 shares

    <0.01% of the 13F portfolio, value $168,625.

    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 2,550 shares
    Change vs previous 13F -147 shares

    <0.01% of the 13F portfolio, value $121,967.

    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 2,697 shares
    Change vs previous 13F +1,903 shares

    <0.01% of the 13F portfolio, value $128,378.

    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 794 shares
    Change vs previous 13F +423 shares

    <0.01% of the 13F portfolio, value $37,628.

    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 371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,860.

    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).