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IFP Advisors, Inc: UDEC position timeline

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

IFP Advisors, Inc held 1,889 UDEC 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 1,889 shares
    Change vs previous 13F +1,378 shares

    <0.01% of the 13F portfolio, value $78,734.

    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 511 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $19,847.

    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 511 shares
    Change vs previous 13F +50 shares

    <0.01% of the 13F portfolio, value $20,256.

    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 461 shares
    Change vs previous 13F -700 shares

    <0.01% of the 13F portfolio, value $17,689.

    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 1,161 shares
    Change vs previous 13F -1,243 shares

    <0.01% of the 13F portfolio, value $42,307.

    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 2,404 shares
    Change vs previous 13F +300 shares

    <0.01% of the 13F portfolio, value $82,457.

    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 2,104 shares
    Change vs previous 13F +400 shares

    <0.01% of the 13F portfolio, value $73,829.

    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 1,704 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,633.

    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).