IFP Advisors, Inc KEQU KEWAUNEE SCIENTIFIC CORP

Ownership history in IFP Advisors, Inc  ·  5 quarters on record

AI Ownership Summary

IFP Advisors, Inc reported KEWAUNEE SCIENTIFIC CORP (KEQU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. The latest visible filing shows KEQU 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 KEQU 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 KEWAUNEE SCIENTIFIC CORP, 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
2026 Q1

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

High-water mark
Peak Conviction
0.0% in 2025 Q1

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 2026 Q1

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 KEQU — position size vs. price
% of Fund (quarterly)    KEQU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 585 0% 0.00% $20K 2026-04-13 $34.69
2025 Q4 UNCHANGED 585 0% 0.00% $22K 2026-02-06 $40.77
2025 Q3 UNCHANGED 585 0% 0.00% $25K 2025-12-02 $38.11
2025 Q2 REDUCED 38.1% -26.8% 585 -360 -38.1% 0.00% $34K 2025-07-24 $57.59
2025 Q1 INITIATED 945 0.00% $37K 2025-05-05 $32.55

FAQ About IFP Advisors, Inc and KEQU

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 KEQU?

IFP Advisors, Inc reported KEQU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

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

The largest reported portfolio weight for KEQU was 0.00% in 2025 Q1.

What is the latest reported KEQU position on this page?

The most recent filing on this page is 2026 Q1, when IFP Advisors, Inc reported 585 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this KEQU ownership page compare?

The chart compares IFP Advisors, Inc's quarterly KEQU 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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