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IFP Advisors, Inc: Z position timeline

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

IFP Advisors, Inc held 238,182 Z 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 238,182 shares
    Change vs previous 13F -3,742 shares

    0.14% of the 13F portfolio, value $7,507,497.

    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 241,924 shares
    Change vs previous 13F +168,003 shares

    0.21% of the 13F portfolio, value $10,010,815.

    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 73,921 shares
    Change vs previous 13F +73,500 shares

    0.11% of the 13F portfolio, value $5,042,891.

    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 421 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $32,438.

    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 393 shares
    Change vs previous 13F -62 shares

    <0.01% of the 13F portfolio, value $27,529.

    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 455 shares
    Change vs previous 13F +338 shares

    <0.01% of the 13F portfolio, value $31,194.

    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 117 shares
    Change vs previous 13F +98 shares

    <0.01% of the 13F portfolio, value $8,664.

    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 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,213.

    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).