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IFP Advisors, Inc

Position in OFRM — Once Upon a Farm, PBC

CIK 1641866 TAMPA, FL

Position in OFRM

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$9,625
+$1,941 QoQ
Shares Held
470
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 11 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in OFRM Over Time

Shares Held

Position Value (USD)

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

IFP Advisors, Inc holds $5,307,585 across 34 Packaged Foods names. OFRM ranks #20 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in OFRM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,625 470
2026-03-31 $7,684 470