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IFP Advisors, Inc: XSOE position timeline

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

IFP Advisors, Inc held 127,200 XSOE 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 127,200 shares
    Change vs previous 13F -2,106 shares

    0.11% of the 13F portfolio, value $6,255,696.

    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 129,306 shares
    Change vs previous 13F +20,843 shares

    0.11% of the 13F portfolio, value $5,185,171.

    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 108,463 shares
    Change vs previous 13F -10,115 shares

    0.1% of the 13F portfolio, value $4,232,226.

    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 118,578 shares
    Change vs previous 13F -5,302 shares

    0.12% of the 13F portfolio, value $4,498,849.

    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 123,880 shares
    Change vs previous 13F -12,567 shares

    0.12% of the 13F portfolio, value $4,271,204.

    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 136,447 shares
    Change vs previous 13F -2,152 shares

    0.13% of the 13F portfolio, value $4,212,168.

    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 138,599 shares
    Change vs previous 13F +12,127 shares

    0.14% of the 13F portfolio, value $4,224,362.

    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 126,472 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,177,425.

    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).