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IFP Advisors, Inc: XYZ position timeline

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

IFP Advisors, Inc held 196,142 XYZ 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 196,142 shares
    Change vs previous 13F -14,818 shares

    0.27% of the 13F portfolio, value $14,906,792.

    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 210,960 shares
    Change vs previous 13F +74,167 shares

    0.26% of the 13F portfolio, value $12,695,573.

    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 136,793 shares
    Change vs previous 13F +99,535 shares

    0.2% of the 13F portfolio, value $8,903,856.

    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 37,258 shares
    Change vs previous 13F +2,596 shares

    0.07% of the 13F portfolio, value $2,692,636.

    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 34,662 shares
    Change vs previous 13F +9,441 shares

    0.07% of the 13F portfolio, value $2,448,167.

    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 25,221 shares
    Change vs previous 13F +18,310 shares

    0.04% of the 13F portfolio, value $1,370,223.

    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 6,911 shares
    Change vs previous 13F +3,351 shares

    0.02% of the 13F portfolio, value $587,317.

    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 3,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,011.

    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).