Position in IE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$269
+$33 QoQ
Shares Held
28
+40.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 201 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IE Over Time
Shares Held
Position Value (USD)
Position in Copper
Basic Materials · as of Jun 30, 2026IFP Advisors, Inc holds $5,467,577 across 6 Copper names. IE ranks #6 (0.0% of the industry book) .
All Filings in IE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269 | 28 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $236 | 20 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $47,940 | 3,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $81,575 | 6,500 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $24,407 | 2,691 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $17,232 | 2,966 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,068 | 1,466 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,690 | 1,500 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $14,070 | 1,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,800 | 1,000 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||