Back to REFI

IFP Advisors, Inc → REFI

IFP Advisors, Inc REFI Position History

Chicago Atlantic Real Estate Finance, Inc. • Financial Services

Quarters held
6
Latest value
$271
Q3 2026
Peak value
$3K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3K
Q3 2025$3K
Q4 2025$2K
Q1 2026$45
Q2 2026$2K
Q3 2026$271

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$27127——
Q2 2026$2K170——
Q1 2026$454——
Q4 2025$2K180——
Q3 2025$3K227——
Q3 2025$3K227——

Other funds holding REFI

Other IFP Advisors, Inc positions

AAPL

APPLE INC

$154.9M
NVDA

NVIDIA CORPORATION

$151.4M
AAPL

APPLE INC

$140.3M
NVDA

NVIDIA CORPORATION

$132.8M
AAPL

APPLE INC

$123.2M
AAPL

APPLE INC

$117.7M
NVDA

NVIDIA CORPORATION

$113.7M
AAPL

APPLE INC

$104.2M