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IFP Advisors, Inc: XLI position timeline

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

IFP Advisors, Inc held 37,106 XLI 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 37,106 shares
    Change vs previous 13F -545 shares

    0.12% of the 13F portfolio, value $6,873,144.

    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 37,651 shares
    Change vs previous 13F +1,137 shares

    0.13% of the 13F portfolio, value $6,089,296.

    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 36,514 shares
    Change vs previous 13F -3,116 shares

    0.13% of the 13F portfolio, value $5,664,052.

    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 39,630 shares
    Change vs previous 13F -2,286 shares

    0.16% of the 13F portfolio, value $6,112,135.

    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 41,916 shares
    Change vs previous 13F +885 shares

    0.18% of the 13F portfolio, value $6,183,644.

    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 41,031 shares
    Change vs previous 13F +871 shares

    0.17% of the 13F portfolio, value $5,378,186.

    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 40,160 shares
    Change vs previous 13F +7,831 shares

    0.17% of the 13F portfolio, value $5,291,799.

    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 32,329 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,378,924.

    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).