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Payne Capital Management, LLC: IFGL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Payne Capital Management, LLC on IFGL, newest first. How the timeline and the estimate are built.

Payne Capital Management, LLC held 77,709 IFGL shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,709 shares
    Change vs previous 13F +2,149 shares

    0.46% of the 13F portfolio, value $1,732,916.

    13F-HR 0001994332-26-000003 filed by Payne Capital Management, LLC
    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 75,560 shares
    Change vs previous 13F +1,381 shares

    0.51% of the 13F portfolio, value $1,689,532.

    13F-HR 0001994332-26-000002 filed by Payne Capital Management, LLC
    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 74,179 shares
    Change vs previous 13F +1,861 shares

    0.54% of the 13F portfolio, value $1,712,793.

    13F-HR 0001994332-26-000001 filed by Payne Capital Management, LLC
    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 72,318 shares
    Change vs previous 13F +7,164 shares

    0.54% of the 13F portfolio, value $1,665,119.

    13F-HR 0001994332-25-000003 filed by Payne Capital Management, LLC
    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 65,154 shares
    Change vs previous 13F +5,340 shares

    0.57% of the 13F portfolio, value $1,480,290.

    13F-HR 0001085146-25-006011 filed by Payne Capital Management, LLC
    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 59,814 shares
    Change vs previous 13F +5,577 shares

    0.5% of the 13F portfolio, value $1,180,128.

    13F-HR 0001085146-25-006010 filed by Payne Capital Management, LLC
    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 54,237 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,046,771.

    13F-HR 0001085146-25-006009 filed by Payne Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).