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IFP Advisors, Inc: TAGG position timeline

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

IFP Advisors, Inc held 15,205 TAGG 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 15,205 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $645,680.

    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 15,042 shares
    Change vs previous 13F +162 shares

    0.01% of the 13F portfolio, value $640,789.

    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 14,880 shares
    Change vs previous 13F +168 shares

    0.01% of the 13F portfolio, value $640,435.

    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 14,712 shares
    Change vs previous 13F +170 shares

    0.02% of the 13F portfolio, value $633,499.

    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 14,542 shares
    Change vs previous 13F +161 shares

    0.02% of the 13F portfolio, value $620,613.

    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 14,381 shares
    Change vs previous 13F +140 shares

    0.02% of the 13F portfolio, value $615,520.

    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 14,241 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $596,366.

    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).