Skip to content
Disclosery

IFP Advisors, Inc: SRLN position timeline

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

IFP Advisors, Inc held 3,461 SRLN 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 3,461 shares
    Change vs previous 13F +199 shares

    <0.01% of the 13F portfolio, value $139,444.

    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 3,262 shares
    Change vs previous 13F -3,028 shares

    <0.01% of the 13F portfolio, value $130,937.

    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 6,290 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $259,588.

    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 6,367 shares
    Change vs previous 13F -1,161 shares

    0.01% of the 13F portfolio, value $264,740.

    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 7,528 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $313,092.

    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 7,549 shares
    Change vs previous 13F +252 shares

    0.01% of the 13F portfolio, value $310,535.

    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 7,297 shares
    Change vs previous 13F -1,279 shares

    0.01% of the 13F portfolio, value $304,472.

    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 8,576 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $358,122.

    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).