Skip to content
Disclosery

IFP Advisors, Inc: AVDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IFP Advisors, Inc on AVDV, newest first. How the timeline and the estimate are built.

IFP Advisors, Inc held 1,071 AVDV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,071 shares
    Change vs previous 13F +167 shares

    <0.01% of the 13F portfolio, value $110,367.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 904 shares
    Change vs previous 13F +764 shares

    <0.01% of the 13F portfolio, value $90,273.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $13,156.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 996 shares
    Change vs previous 13F -246 shares

    <0.01% of the 13F portfolio, value $88,674.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,242 shares
    Change vs previous 13F -25,022 shares

    <0.01% of the 13F portfolio, value $98,477.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,264 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $1,831,711.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,398 shares
    Change vs previous 13F +98 shares

    0.06% of the 13F portfolio, value $1,718,033.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,300 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,858,773.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).