EPAC β€” ENERPAC TOOL GROUP CORP CL A COM

Ownership history in IFP Advisors, Inc  Β·  15 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported ENERPAC TOOL GROUP CORP CL A COM (EPAC) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows EPAC 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IFP Advisors, Inc's position in ENERPAC TOOL GROUP CORP CL A COM, 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.

Freshest filing
Latest Reported Filing
2025 Q3

EPAC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

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.

How IFP Advisors, Inc held EPAC β€” position size vs. price
% of Fund (quarterly)    EPAC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 0.00% $13K 2025-12-02 $37.32
2025 Q2 REDUCED β€” -370 -100.0% 0.00% $12K 2025-07-24 $37.45
2023 Q3 UNCHANGED 370 β€” 0% 0.00% $10K 2023-10-12 $26.29
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and EPAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has IFP Advisors, Inc reported owning EPAC?

IFP Advisors, Inc reported EPAC across 3 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported EPAC position in IFP Advisors, Inc's portfolio?

The largest reported portfolio weight for EPAC was 0.00% in 2023 Q3.

What is the latest reported EPAC position on this page?

The latest section of the table and chart shows the most recent reported EPAC position for IFP Advisors, Inc.

What does the chart on this EPAC ownership page compare?

The chart compares IFP Advisors, Inc's quarterly EPAC 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.

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