IFP Advisors, Inc TIPT TIPTREE INC

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

AI Ownership Summary

IFP Advisors, Inc reported TIPTREE INC (TIPT) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. The latest visible filing shows TIPT 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 TIPT 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 TIPTREE INC, 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 Q2

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

High-water mark
Peak Conviction
0.0% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 TIPT — position size vs. price
% of Fund (quarterly)    TIPT 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 Q2 ADDED 512 +505 +7214.3% 0.00% $9K 2026-07-20 $17.82
2026 Q1 REDUCED 68.2% +5.7% 7 -15 -68.2% 0.00% $118 2026-04-13 $17.10
2025 Q4 REDUCED 18.5% -7.1% 22 -5 -18.5% 0.00% $402 2026-02-06 $17.61
2025 Q3 ADDED 27 +3 +12.5% 0.00% $634 2025-12-02 $18.47
2025 Q2 INITIATED 24 0.00% $802 2025-07-24 $21.23

FAQ About IFP Advisors, Inc and TIPT

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 TIPT?

IFP Advisors, Inc reported TIPT across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

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

The largest reported portfolio weight for TIPT was 0.00% in 2026 Q2.

What is the latest reported TIPT position on this page?

The most recent filing on this page is 2026 Q2, when IFP Advisors, Inc reported 512 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this TIPT ownership page compare?

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

How well did IFP Advisors, Inc time their TIPT position?

Based on 13F filing dates vs. subsequent TIPT price moves, IFP Advisors, Inc correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on TIPT relative to SPY over the holding period was -29.3%.

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