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IFP Advisors, Inc: SPYM position timeline

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

IFP Advisors, Inc held 632,889 SPYM 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 632,889 shares
    Change vs previous 13F +93,035 shares

    1% of the 13F portfolio, value $55,618,285.

    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 539,854 shares
    Change vs previous 13F -11,585 shares

    0.86% of the 13F portfolio, value $41,320,425.

    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 551,439 shares
    Change vs previous 13F -21,354 shares

    0.99% of the 13F portfolio, value $44,236,437.

    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 572,793 shares
    Change vs previous 13F +11,361 shares

    1.17% of the 13F portfolio, value $44,872,604.

    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 561,432 shares
    Change vs previous 13F +10,661 shares

    1.16% of the 13F portfolio, value $40,810,576.

    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 550,771 shares
    Change vs previous 13F +22,319 shares

    1.12% of the 13F portfolio, value $36,218,916.

    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 528,452 shares
    Change vs previous 13F -2,237 shares

    1.19% of the 13F portfolio, value $36,431,758.

    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 530,689 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $35,835,099.

    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).