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IFP Advisors, Inc: STZ position timeline

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

IFP Advisors, Inc held 5,059 STZ 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 5,059 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $703,656.

    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 4,981 shares
    Change vs previous 13F -880 shares

    0.02% of the 13F portfolio, value $747,150.

    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 5,861 shares
    Change vs previous 13F +3,630 shares

    0.02% of the 13F portfolio, value $808,584.

    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 2,231 shares
    Change vs previous 13F +1,822 shares

    0.01% of the 13F portfolio, value $300,449.

    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 409 shares
    Change vs previous 13F -5,352 shares

    0.01% of the 13F portfolio, value $233,404.

    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 5,761 shares
    Change vs previous 13F +3,659 shares

    0.03% of the 13F portfolio, value $1,057,022.

    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 2,102 shares
    Change vs previous 13F -5,425 shares

    0.08% of the 13F portfolio, value $2,453,686.

    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 7,527 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,939,586.

    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).