IFP Advisors, Inc reported COASTAL FINL CORP W A (CCB) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CCB at 0.00% of the fund.
This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.
This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in COASTAL FINL CORP W A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.
CCB was reported at 0.00% of portfolio in the most recent visible filing.
Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.
Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.
Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.
As of 2025 Q4 β sorted by position size
These are the practical questions this page is built to answer before you even open the full history table.
IFP Advisors, Inc reported CCB across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.
The largest reported portfolio weight for CCB was 0.00% in 2025 Q2.
The latest section of the table and chart shows the most recent reported CCB position for IFP Advisors, Inc.
The chart compares IFP Advisors, Inc's quarterly CCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.