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IFP Advisors, Inc: SPSM position timeline

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

IFP Advisors, Inc held 75,537 SPSM 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 75,537 shares
    Change vs previous 13F +3,706 shares

    0.08% of the 13F portfolio, value $4,356,219.

    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 71,831 shares
    Change vs previous 13F +6,695 shares

    0.07% of the 13F portfolio, value $3,470,874.

    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 65,136 shares
    Change vs previous 13F +26,456 shares

    0.07% of the 13F portfolio, value $3,052,273.

    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 38,680 shares
    Change vs previous 13F -1,869 shares

    0.05% of the 13F portfolio, value $1,791,658.

    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 40,549 shares
    Change vs previous 13F -7,648 shares

    0.05% of the 13F portfolio, value $1,727,502.

    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 48,197 shares
    Change vs previous 13F -4,585 shares

    0.06% of the 13F portfolio, value $1,964,563.

    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 52,782 shares
    Change vs previous 13F +5,092 shares

    0.08% of the 13F portfolio, value $2,371,062.

    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 47,690 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,170,210.

    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).