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IFP Advisors, Inc: AVUV position timeline

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

IFP Advisors, Inc held 9,932 AVUV 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 9,932 shares
    Change vs previous 13F +3,175 shares

    0.02% of the 13F portfolio, value $1,239,116.

    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 6,757 shares
    Change vs previous 13F -1,834 shares

    0.02% of the 13F portfolio, value $746,446.

    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 8,591 shares
    Change vs previous 13F +613 shares

    0.02% of the 13F portfolio, value $876,110.

    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 7,978 shares
    Change vs previous 13F +147 shares

    0.02% of the 13F portfolio, value $794,050.

    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 7,831 shares
    Change vs previous 13F -38,150 shares

    0.02% of the 13F portfolio, value $713,380.

    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 45,981 shares
    Change vs previous 13F -1,858 shares

    0.12% of the 13F portfolio, value $4,008,193.

    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 47,839 shares
    Change vs previous 13F +3,497 shares

    0.15% of the 13F portfolio, value $4,617,968.

    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 44,342 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,254,637.

    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).