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Disclosery

IFP Advisors, Inc: TER position timeline

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

IFP Advisors, Inc held 27,669 TER 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 27,669 shares
    Change vs previous 13F +234 shares

    0.24% of the 13F portfolio, value $13,387,369.

    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 27,435 shares
    Change vs previous 13F +24,704 shares

    0.17% of the 13F portfolio, value $8,133,380.

    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 2,731 shares
    Change vs previous 13F +57 shares

    0.01% of the 13F portfolio, value $528,612.

    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 2,674 shares
    Change vs previous 13F -21 shares

    0.01% of the 13F portfolio, value $368,049.

    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 2,695 shares
    Change vs previous 13F +426 shares

    0.01% of the 13F portfolio, value $249,495.

    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 2,269 shares
    Change vs previous 13F +54 shares

    0.01% of the 13F portfolio, value $187,378.

    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 2,215 shares
    Change vs previous 13F -321 shares

    0.01% of the 13F portfolio, value $278,996.

    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 2,536 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $339,857.

    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).