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IFP Advisors, Inc: SMH position timeline

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

IFP Advisors, Inc held 7,723 SMH 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 7,723 shares
    Change vs previous 13F -2,526 shares

    0.09% of the 13F portfolio, value $5,065,438.

    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 10,249 shares
    Change vs previous 13F -529 shares

    0.08% of the 13F portfolio, value $3,929,467.

    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 10,778 shares
    Change vs previous 13F +1,229 shares

    0.09% of the 13F portfolio, value $3,881,481.

    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 9,549 shares
    Change vs previous 13F +5,347 shares

    0.08% of the 13F portfolio, value $3,116,412.

    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 4,202 shares
    Change vs previous 13F -48,679 shares

    0.03% of the 13F portfolio, value $1,171,932.

    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 52,881 shares
    Change vs previous 13F +1,523 shares

    0.34% of the 13F portfolio, value $11,182,835.

    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 51,358 shares
    Change vs previous 13F +22,339 shares

    0.41% of the 13F portfolio, value $12,437,527.

    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 29,019 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,122,673.

    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).