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IFP Advisors, Inc: SMCI position timeline

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

IFP Advisors, Inc held 7,650 SMCI 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 7,650 shares
    Change vs previous 13F -3,116 shares

    <0.01% of the 13F portfolio, value $224,374.

    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 10,766 shares
    Change vs previous 13F -6,501 shares

    0.01% of the 13F portfolio, value $245,142.

    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 17,267 shares
    Change vs previous 13F -1,410 shares

    0.01% of the 13F portfolio, value $505,405.

    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 18,677 shares
    Change vs previous 13F +3,262 shares

    0.02% of the 13F portfolio, value $895,375.

    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 15,415 shares
    Change vs previous 13F +8,756 shares

    0.02% of the 13F portfolio, value $852,975.

    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 6,659 shares
    Change vs previous 13F -20,817 shares

    0.01% of the 13F portfolio, value $228,664.

    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 27,476 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $838,049.

    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).