IFS Group,LLC

All 13F Filings

Location
York, PA
Most recent 13F
Q2 2026
Holdings value ($000)
72,836
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 87 72,836 13F-HR IFS Group,LLC
Q1 2026 5/18/2026 144 112,291 13F-HR IFS Group,LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 49.33 K 67.7% 0 11.97 K -11.97 K
ETFs 23.5 K 32.3% 0 24.59 K -24.59 K
Debt 0 0.0% 0 2.844 K -2.844 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
72,836
Holdings
87
QoQ value change ($000)
-39,455 (-35.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.