Skip to content
Disclosery

IFP Advisors, Inc: SUB position timeline

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

IFP Advisors, Inc held 14,870 SUB 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 14,870 shares
    Change vs previous 13F +1,828 shares

    0.03% of the 13F portfolio, value $1,583,209.

    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 13,042 shares
    Change vs previous 13F +673 shares

    0.03% of the 13F portfolio, value $1,388,973.

    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 12,369 shares
    Change vs previous 13F +2,168 shares

    0.03% of the 13F portfolio, value $1,319,772.

    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 10,201 shares
    Change vs previous 13F +1,796 shares

    0.03% of the 13F portfolio, value $1,089,263.

    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 8,405 shares
    Change vs previous 13F +592 shares

    0.03% of the 13F portfolio, value $893,831.

    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 7,813 shares
    Change vs previous 13F +36 shares

    0.03% of the 13F portfolio, value $825,111.

    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 7,777 shares
    Change vs previous 13F +4,449 shares

    0.03% of the 13F portfolio, value $859,794.

    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 3,328 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $353,520.

    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).