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IFP Advisors, Inc: XME position timeline

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

IFP Advisors, Inc held 20,831 XME 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 20,831 shares
    Change vs previous 13F +636 shares

    0.04% of the 13F portfolio, value $2,227,459.

    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 20,195 shares
    Change vs previous 13F +7,672 shares

    0.05% of the 13F portfolio, value $2,181,262.

    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 12,523 shares
    Change vs previous 13F -3,515 shares

    0.03% of the 13F portfolio, value $1,297,508.

    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 16,038 shares
    Change vs previous 13F -2,030 shares

    0.04% of the 13F portfolio, value $1,494,581.

    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 18,068 shares
    Change vs previous 13F -2,700 shares

    0.03% of the 13F portfolio, value $1,214,510.

    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 20,768 shares
    Change vs previous 13F +166 shares

    0.04% of the 13F portfolio, value $1,162,737.

    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 20,602 shares
    Change vs previous 13F +1,012 shares

    0.04% of the 13F portfolio, value $1,169,132.

    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 19,590 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,248,340.

    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).