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IFP Advisors, Inc: STIP position timeline

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

IFP Advisors, Inc held 67,008 STIP 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 67,008 shares
    Change vs previous 13F +5,209 shares

    0.12% of the 13F portfolio, value $6,845,537.

    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 61,799 shares
    Change vs previous 13F +12,839 shares

    0.13% of the 13F portfolio, value $6,391,871.

    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 48,960 shares
    Change vs previous 13F +2,513 shares

    0.11% of the 13F portfolio, value $5,013,014.

    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 46,447 shares
    Change vs previous 13F -226 shares

    0.12% of the 13F portfolio, value $4,800,762.

    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 46,673 shares
    Change vs previous 13F +16,857 shares

    0.14% of the 13F portfolio, value $4,803,133.

    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 29,816 shares
    Change vs previous 13F +22,428 shares

    0.1% of the 13F portfolio, value $3,085,189.

    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 7,388 shares
    Change vs previous 13F +4,715 shares

    0.02% of the 13F portfolio, value $743,216.

    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 2,673 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $270,927.

    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).