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IFP Advisors, Inc: SPMD position timeline

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

IFP Advisors, Inc held 53,255 SPMD 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 53,255 shares
    Change vs previous 13F +5,176 shares

    0.06% of the 13F portfolio, value $3,597,908.

    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 48,079 shares
    Change vs previous 13F -10,539 shares

    0.06% of the 13F portfolio, value $2,847,238.

    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 58,618 shares
    Change vs previous 13F +1,818 shares

    0.08% of the 13F portfolio, value $3,394,568.

    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 56,800 shares
    Change vs previous 13F -7,087 shares

    0.08% of the 13F portfolio, value $3,248,392.

    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 63,887 shares
    Change vs previous 13F +3,261 shares

    0.1% of the 13F portfolio, value $3,474,309.

    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 60,626 shares
    Change vs previous 13F +8,231 shares

    0.1% of the 13F portfolio, value $3,102,875.

    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 52,395 shares
    Change vs previous 13F +1,340 shares

    0.09% of the 13F portfolio, value $2,865,571.

    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 51,055 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,791,676.

    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).