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IFP Advisors, Inc: SMG position timeline

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

IFP Advisors, Inc held 816 SMG 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 816 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $55,578.

    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 871 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $52,966.

    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 1,071 shares
    Change vs previous 13F -299 shares

    <0.01% of the 13F portfolio, value $62,493.

    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 1,370 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $78,022.

    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 1,278 shares
    Change vs previous 13F +486 shares

    <0.01% of the 13F portfolio, value $84,316.

    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 792 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $43,517.

    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 790 shares
    Change vs previous 13F +424 shares

    <0.01% of the 13F portfolio, value $52,407.

    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 366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,761.

    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).