Position in MED
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,657
+$3,231 QoQ
Shares Held
439
+213.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 112 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MED Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026IFP Advisors, Inc holds $819,809 across 7 Personal Services names. MED ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
11,347 | $473,623 | |
| 2 | BFAM |
Bright Horizons Family Solutions Inc.
|
2,558 | $181,311 | |
| 3 | SCI |
Service Corp International
|
1,634 | $124,118 | |
| 4 | HRB |
H&R Block Inc
|
604 | $23,000 | |
| 5 | CSV |
Carriage Services Inc
|
283 | $10,850 | |
| 6 | MED |
Medifast Inc
This page
|
439 | $4,657 | |
| 7 | FTDR |
Frontdoor, Inc.
|
29 | $2,250 |
All Filings in MED
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,657 | 439 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,426 | 140 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $309 | 29 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $546 | 40 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,360 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $108 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $141 | 0 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $807 | 37 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,848 | 257 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $18,619 | 277 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $7,185 | 96 | Shares | Sole | 2023-10-12 | |
| 2022-12-31 | $17 | 106 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $20,263 | 187 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $32,852 | 182 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $5,294 | 31 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $209 | 1 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $192 | 1 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $282 | 1 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $211 | 1 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $196 | 1 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $2,795 | 17 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $2,359 | 17 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,062 | 17 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||