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IFP Advisors, Inc: XLV position timeline

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

IFP Advisors, Inc held 61,149 XLV 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 61,149 shares
    Change vs previous 13F -6,183 shares

    0.18% of the 13F portfolio, value $9,701,900.

    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 67,332 shares
    Change vs previous 13F +13,542 shares

    0.2% of the 13F portfolio, value $9,871,545.

    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 53,790 shares
    Change vs previous 13F +4,669 shares

    0.19% of the 13F portfolio, value $8,326,692.

    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 49,121 shares
    Change vs previous 13F +21,028 shares

    0.18% of the 13F portfolio, value $6,836,170.

    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 28,093 shares
    Change vs previous 13F +807 shares

    0.11% of the 13F portfolio, value $3,786,832.

    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 27,286 shares
    Change vs previous 13F -3,777 shares

    0.12% of the 13F portfolio, value $3,984,014.

    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 31,063 shares
    Change vs previous 13F +9,556 shares

    0.14% of the 13F portfolio, value $4,273,243.

    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 21,507 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,312,428.

    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).