Position in TR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$9,650
+$807 QoQ
Shares Held
244
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#172
of 229 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026IFP Advisors, Inc holds $1,193,963 across 4 Confectioners names. TR ranks #4 (0.8% of the industry book) .
All Filings in TR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,650 | 244 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $8,843 | 207 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $7,582 | 207 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $880 | 21 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $2,608 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $252 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $259 | 0 | Shares | Sole | 2025-02-04 | |
| 2022-12-31 | $44 | 1,209 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $40,401 | 1,214 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $42,914 | 1,214 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $42,441 | 1,214 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||