Skip to content
Disclosery

IFP Advisors, Inc: SON position timeline

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

IFP Advisors, Inc held 9,717 SON 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 9,717 shares
    Change vs previous 13F +7,745 shares

    0.01% of the 13F portfolio, value $547,553.

    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 1,972 shares
    Change vs previous 13F -1,024 shares

    <0.01% of the 13F portfolio, value $106,665.

    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 2,996 shares
    Change vs previous 13F +237 shares

    <0.01% of the 13F portfolio, value $130,745.

    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 2,759 shares
    Change vs previous 13F -3,001 shares

    <0.01% of the 13F portfolio, value $118,885.

    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 5,760 shares
    Change vs previous 13F -1,522 shares

    0.01% of the 13F portfolio, value $250,853.

    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 7,282 shares
    Change vs previous 13F +209 shares

    0.01% of the 13F portfolio, value $343,931.

    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 7,073 shares
    Change vs previous 13F +243 shares

    0.01% of the 13F portfolio, value $345,527.

    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 6,830 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $373,146.

    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).