TMFS RBB FD INC MFAM SMLCP GRWTH

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

AI Ownership Summary

IFP Advisors, Inc reported RBB FD INC MFAM SMLCP GRWTH (TMFS) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. The latest visible filing shows TMFS 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 TMFS 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 RBB FD INC MFAM SMLCP GRWTH, 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

TMFS 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
2023 Q3 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 TMFS — position size vs. price
% of Fund (quarterly)    TMFS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,614 0% 0.00% $91K 2026-02-14 (Est.) $36.15
2025 Q3 UNCHANGED 2,614 0% 0.00% $90K 2025-12-02 $34.46
2025 Q2 UNCHANGED 2,614 0% 0.00% $92K 2025-07-24 $35.51
2025 Q1 UNCHANGED 2,614 0% 0.00% $85K 2025-05-05 $32.76
2024 Q4 ADDED 2,614 +2,080 +389.5% 0.00% $87K 2025-02-04 $37.45
2024 Q2 UNCHANGED 534 0% 0.00% $17K 2024-07-30 $33.67
2023 Q4 UNCHANGED 534 0% 0.00% $16K 2024-01-09 $29.52
2023 Q3 UNCHANGED 534 0% 0.00% $15K 2023-10-12 $27.05
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About IFP Advisors, Inc and TMFS

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 TMFS?

IFP Advisors, Inc reported TMFS across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

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

What is the latest reported TMFS position on this page?

The most recent filing on this page is 2025 Q4, when IFP Advisors, Inc reported 2,614 shares, equal to 0.00% of portfolio, with an estimated market value of $91K.

What does the chart on this TMFS ownership page compare?

The chart compares IFP Advisors, Inc's quarterly TMFS 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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