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IFP Advisors, Inc: SPY position timeline

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

IFP Advisors, Inc held 76,832 SPY 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 76,832 shares
    Change vs previous 13F -11,928 shares

    1.04% of the 13F portfolio, value $57,375,833.

    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 88,760 shares
    Change vs previous 13F -5,812 shares

    1.2% of the 13F portfolio, value $57,724,178.

    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 94,572 shares
    Change vs previous 13F +5,811 shares

    1.45% of the 13F portfolio, value $64,490,538.

    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 88,761 shares
    Change vs previous 13F +2,506 shares

    1.54% of the 13F portfolio, value $59,130,803.

    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 86,255 shares
    Change vs previous 13F +25,854 shares

    1.52% of the 13F portfolio, value $53,294,798.

    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 60,401 shares
    Change vs previous 13F -54,686 shares

    1.04% of the 13F portfolio, value $33,792,242.

    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 115,087 shares
    Change vs previous 13F +30,321 shares

    2.21% of the 13F portfolio, value $67,454,705.

    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 84,766 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $48,638,365.

    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).