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IFP Advisors, Inc: SHV position timeline

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

IFP Advisors, Inc held 64,258 SHV 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 64,258 shares
    Change vs previous 13F +5,388 shares

    0.13% of the 13F portfolio, value $7,090,870.

    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 58,870 shares
    Change vs previous 13F -14,021 shares

    0.13% of the 13F portfolio, value $6,498,659.

    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 72,891 shares
    Change vs previous 13F +19,918 shares

    0.18% of the 13F portfolio, value $8,028,944.

    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 52,973 shares
    Change vs previous 13F +28,843 shares

    0.15% of the 13F portfolio, value $5,852,987.

    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 24,130 shares
    Change vs previous 13F -148,821 shares

    0.08% of the 13F portfolio, value $2,664,613.

    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 172,951 shares
    Change vs previous 13F +6,302 shares

    0.59% of the 13F portfolio, value $19,103,968.

    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 166,649 shares
    Change vs previous 13F +15,869 shares

    0.6% of the 13F portfolio, value $18,349,458.

    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 150,780 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $16,680,730.

    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).