IFP Advisors, Inc HONE β€” HARBORONE BANCORP INC NEW

Ownership history in IFP Advisors, Inc  Β·  4 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported HARBORONE BANCORP INC NEW (HONE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. The latest visible filing shows HONE 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.

What this HONE 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 HARBORONE BANCORP INC NEW, 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 Q4

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

High-water mark
Peak Conviction
0.0% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 to 2025 Q4

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 HONE β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 63 +12 +23.5% 0.00% $762 2026-02-06 β€”
2025 Q3 ADDED β€” β€” β€” 51 +38 +292.3% 0.00% $938 2025-12-02 β€”
2025 Q2 REDUCED β€” β€” β€” 13 -3 -18.8% 0.00% $1K 2025-07-24 β€”
2025 Q1 INITIATED β€” β€” β€” 16 β€” β€” 0.00% $166 2025-05-05 β€”

FAQ About IFP Advisors, Inc and HONE

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 HONE?

IFP Advisors, Inc reported HONE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

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

The largest reported portfolio weight for HONE was 0.00% in 2025 Q2.

What is the latest reported HONE position on this page?

The most recent filing on this page is 2025 Q4, when IFP Advisors, Inc reported 63 shares, equal to 0.00% of portfolio, with an estimated market value of $762.

What does the chart on this HONE ownership page compare?

The chart compares IFP Advisors, Inc's quarterly HONE 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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