KAI β€” KADANT INC COM

Ownership history in IFP Advisors, Inc  Β·  18 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported KADANT INC COM (KAI) in 18 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows KAI 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 KAI 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 KADANT INC 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 KAI β€” position size vs. price
% of Fund (quarterly)    KAI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” -175 -100.0% 0.00% $15K 2025-12-02 $280.15
2025 Q2 REDUCED 175 -12 -6.4% 0.00% $63K 2025-07-24 $338.58
2025 Q1 UNCHANGED 187 β€” 0% 0.00% $63K 2025-05-05 $292.24
2024 Q4 ADDED 187 +167 +835.0% 0.00% $63K 2025-02-04 $366.13
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and KAI

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 KAI?

IFP Advisors, Inc reported KAI across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

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

The largest reported portfolio weight for KAI was 0.00% in 2024 Q4.

What is the latest reported KAI position on this page?

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

What does the chart on this KAI ownership page compare?

The chart compares IFP Advisors, Inc's quarterly KAI 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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