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Livermore
Livermore
ZHEN

IFP Advisors, Inc

SEC CIK
0001641866
Latest filing
Jul 20, 2026

PECO holding history

Phillips Edison & Company, Inc. in every 13F filed by IFP Advisors, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PECO overviewAll 13F holders of PECOFull Q2 2026 holdings

Shares (Q2 2026)
554
Value
$23.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of PECO by IFP Advisors, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026554$23.1K<0.1%−76−12.1%ReducedHolders
Q1 2026630$23.6K<0.1%−57−8.3%ReducedHolders
Q4 2025687$24.4K<0.1%+250+57.2%AddedHolders
Q3 2025437$15.0K<0.1%−20−4.4%ReducedHolders
Q2 2025457$16.0K<0.1%+3+0.7%AddedHolders
Q1 2025454$19.9K<0.1%00.0%UnchangedHolders
Q4 2024454$20.5K<0.1%−46−9.2%ReducedHolders
Q3 2024500$18.9K<0.1%−633−55.9%ReducedHolders
Q2 20241,133$37.1K<0.1%+833+277.7%AddedHolders
Q1 2024300$10.8K<0.1%−1,017−77.2%ReducedHolders
Q4 20231,317$48.0K<0.1%00.0%UnchangedHolders
Q3 20231,317$44.2K<0.1%00.0%UnchangedHolders
Q2 20231,317$36.7K<0.1%−87−6.2%ReducedHolders
Q1 20231,404$39.1K<0.1%−67,180−98.0%ReducedHolders
Q4 202268,584$1.91M0.1%−6,951−9.2%ReducedHolders
Q3 202275,535$2.10M0.1%+14,264+23.3%AddedHolders
Q2 202261,271$1.70M0.1%−2,725−4.3%ReducedHolders
Q1 202263,996$1.78M<0.1%+63,996NewHolders
Q3 20210$00.0%−8,180−100.0%Sold outHolders
Q2 20218,180$86.0K<0.1%00.0%UnchangedHolders
Q1 20218,180$72.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.