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IFP Advisors, Inc: SHYG position timeline

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

IFP Advisors, Inc held 36,491 SHYG 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 36,491 shares
    Change vs previous 13F +769 shares

    0.03% of the 13F portfolio, value $1,547,583.

    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 35,722 shares
    Change vs previous 13F +603 shares

    0.03% of the 13F portfolio, value $1,511,398.

    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 35,119 shares
    Change vs previous 13F +7,637 shares

    0.03% of the 13F portfolio, value $1,505,552.

    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 27,482 shares
    Change vs previous 13F +5,532 shares

    0.03% of the 13F portfolio, value $1,189,971.

    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 21,950 shares
    Change vs previous 13F +6,566 shares

    0.03% of the 13F portfolio, value $946,947.

    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 15,384 shares
    Change vs previous 13F +1,319 shares

    0.02% of the 13F portfolio, value $654,178.

    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 14,065 shares
    Change vs previous 13F -3,290 shares

    0.02% of the 13F portfolio, value $599,332.

    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 17,355 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $753,590.

    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).