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IFP Advisors, Inc: SPEM position timeline

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

IFP Advisors, Inc held 164,298 SPEM 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 164,298 shares
    Change vs previous 13F +25,284 shares

    0.15% of the 13F portfolio, value $8,507,350.

    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 139,014 shares
    Change vs previous 13F +10,925 shares

    0.14% of the 13F portfolio, value $6,521,147.

    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 128,089 shares
    Change vs previous 13F +20,749 shares

    0.13% of the 13F portfolio, value $5,995,846.

    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 107,340 shares
    Change vs previous 13F +20,329 shares

    0.13% of the 13F portfolio, value $5,024,585.

    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 87,011 shares
    Change vs previous 13F +10,996 shares

    0.11% of the 13F portfolio, value $3,718,990.

    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 76,015 shares
    Change vs previous 13F +3,403 shares

    0.09% of the 13F portfolio, value $2,992,850.

    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 72,612 shares
    Change vs previous 13F -5,774 shares

    0.09% of the 13F portfolio, value $2,786,258.

    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 78,386 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,245,672.

    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).