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IFP Advisors, Inc: ZION position timeline

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

IFP Advisors, Inc held 3,143 ZION 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 3,143 shares
    Change vs previous 13F +336 shares

    <0.01% of the 13F portfolio, value $217,464.

    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 2,807 shares
    Change vs previous 13F -71 shares

    <0.01% of the 13F portfolio, value $161,739.

    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 2,878 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $168,478.

    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 2,833 shares
    Change vs previous 13F +2,413 shares

    <0.01% of the 13F portfolio, value $160,291.

    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 420 shares
    Change vs previous 13F -130 shares

    <0.01% of the 13F portfolio, value $51,514.

    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 550 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $27,429.

    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 494 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $26,777.

    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 480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,637.

    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).