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IFP Advisors, Inc: SOXX position timeline

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

IFP Advisors, Inc held 21,936 SOXX 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 21,936 shares
    Change vs previous 13F -605 shares

    0.25% of the 13F portfolio, value $14,055,711.

    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 22,541 shares
    Change vs previous 13F +4,375 shares

    0.15% of the 13F portfolio, value $7,408,325.

    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 18,166 shares
    Change vs previous 13F +3,798 shares

    0.12% of the 13F portfolio, value $5,470,691.

    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 14,368 shares
    Change vs previous 13F +599 shares

    0.1% of the 13F portfolio, value $3,895,452.

    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 13,769 shares
    Change vs previous 13F +100 shares

    0.09% of the 13F portfolio, value $3,285,851.

    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 13,669 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $2,571,764.

    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 13,654 shares
    Change vs previous 13F +10,143 shares

    0.1% of the 13F portfolio, value $2,942,042.

    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 3,511 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $809,505.

    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).