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IFP Advisors, Inc: XBOEX position timeline

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

IFP Advisors, Inc held 4,622 XBOEX 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 4,622 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $55,880.

    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 4,622 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $50,657.

    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 4,622 shares
    Change vs previous 13F -2,900 shares

    <0.01% of the 13F portfolio, value $54,124.

    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 7,522 shares
    Change vs previous 13F +162 shares

    <0.01% of the 13F portfolio, value $87,030.

    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 7,360 shares
    Change vs previous 13F -685 shares

    <0.01% of the 13F portfolio, value $83,536.

    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 8,045 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $87,288.

    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 11,045 shares
    Change vs previous 13F +3,000 shares

    <0.01% of the 13F portfolio, value $118,955.

    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 8,045 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $90,587.

    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).