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IFP Advisors, Inc: XONE position timeline

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

IFP Advisors, Inc held 22,576 XONE 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 22,576 shares
    Change vs previous 13F -87 shares

    0.02% of the 13F portfolio, value $1,114,577.

    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 22,663 shares
    Change vs previous 13F +1,295 shares

    0.02% of the 13F portfolio, value $1,122,272.

    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 21,368 shares
    Change vs previous 13F +1,652 shares

    0.02% of the 13F portfolio, value $1,058,464.

    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 19,716 shares
    Change vs previous 13F -11,757 shares

    0.03% of the 13F portfolio, value $979,097.

    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 31,473 shares
    Change vs previous 13F +8,393 shares

    0.04% of the 13F portfolio, value $1,562,053.

    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 23,080 shares
    Change vs previous 13F +8,839 shares

    0.04% of the 13F portfolio, value $1,147,634.

    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 14,241 shares
    Change vs previous 13F -9,156 shares

    0.02% of the 13F portfolio, value $705,498.

    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 23,397 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,168,472.

    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).