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IFP Advisors, Inc: SHY position timeline

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

IFP Advisors, Inc held 180,492 SHY 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 180,492 shares
    Change vs previous 13F +25,675 shares

    0.27% of the 13F portfolio, value $14,820,198.

    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 154,817 shares
    Change vs previous 13F +43,990 shares

    0.27% of the 13F portfolio, value $12,783,240.

    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 110,827 shares
    Change vs previous 13F +40,042 shares

    0.21% of the 13F portfolio, value $9,178,692.

    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 70,785 shares
    Change vs previous 13F +61,346 shares

    0.15% of the 13F portfolio, value $5,872,324.

    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 9,439 shares
    Change vs previous 13F -3,368 shares

    0.02% of the 13F portfolio, value $781,987.

    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 12,807 shares
    Change vs previous 13F +716 shares

    0.03% of the 13F portfolio, value $1,059,334.

    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 12,091 shares
    Change vs previous 13F +1,083 shares

    0.03% of the 13F portfolio, value $991,290.

    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 11,008 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $915,381.

    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).