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IFP Advisors, Inc: XLU position timeline

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

IFP Advisors, Inc held 207,805 XLU 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 207,805 shares
    Change vs previous 13F +43,873 shares

    0.17% of the 13F portfolio, value $9,421,879.

    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 163,932 shares
    Change vs previous 13F +11,105 shares

    0.16% of the 13F portfolio, value $7,522,839.

    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 152,827 shares
    Change vs previous 13F +81,845 shares

    0.15% of the 13F portfolio, value $6,524,185.

    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 70,982 shares
    Change vs previous 13F +1,753 shares

    0.16% of the 13F portfolio, value $6,190,340.

    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 69,229 shares
    Change vs previous 13F -366 shares

    0.16% of the 13F portfolio, value $5,653,503.

    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 69,595 shares
    Change vs previous 13F -1,430 shares

    0.17% of the 13F portfolio, value $5,487,503.

    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 71,025 shares
    Change vs previous 13F +9,652 shares

    0.18% of the 13F portfolio, value $5,375,943.

    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 61,373 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $4,957,961.

    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).