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IFP Advisors, Inc → PGC

IFP Advisors, Inc PGC Position History

Peapack-Gladstone Financial Corporation • Banking

Quarters held
6
Latest value
$1.2M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$304
Q3 2025$193
Q4 2025$84
Q1 2026$1.1M
Q2 2026$1.3M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M26.5K——
Q2 2026$1.3M26.5K——
Q1 2026$1.1M32.6K——
Q4 2025$843——
Q3 2025$1937——
Q3 2025$3043——

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