Skip to content
Disclosery

IFP Advisors, Inc: TAXF position timeline

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

IFP Advisors, Inc held 148,181 TAXF 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 148,181 shares
    Change vs previous 13F +9,463 shares

    0.14% of the 13F portfolio, value $7,532,781.

    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 138,718 shares
    Change vs previous 13F +12,333 shares

    0.14% of the 13F portfolio, value $6,942,836.

    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 126,385 shares
    Change vs previous 13F -1,736 shares

    0.14% of the 13F portfolio, value $6,367,276.

    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 128,121 shares
    Change vs previous 13F -3,428 shares

    0.17% of the 13F portfolio, value $6,435,518.

    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 131,549 shares
    Change vs previous 13F +21,812 shares

    0.18% of the 13F portfolio, value $6,436,668.

    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 109,737 shares
    Change vs previous 13F +4,711 shares

    0.17% of the 13F portfolio, value $5,429,775.

    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 105,026 shares
    Change vs previous 13F +569 shares

    0.17% of the 13F portfolio, value $5,266,036.

    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 104,457 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $5,371,134.

    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).