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IFP Advisors, Inc: CLVT position timeline

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

IFP Advisors, Inc held 2,504 CLVT 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 2,504 shares
    Change vs previous 13F -36,628 shares

    <0.01% of the 13F portfolio, value $5,409.

    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 39,132 shares
    Change vs previous 13F -4,937 shares

    <0.01% of the 13F portfolio, value $99,004.

    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 44,069 shares
    Change vs previous 13F +1,114 shares

    <0.01% of the 13F portfolio, value $147,190.

    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 42,955 shares
    Change vs previous 13F +4,646 shares

    <0.01% of the 13F portfolio, value $164,518.

    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 38,309 shares
    Change vs previous 13F -1,070 shares

    0.01% of the 13F portfolio, value $177,508.

    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 39,379 shares
    Change vs previous 13F +18,824 shares

    <0.01% of the 13F portfolio, value $156,126.

    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 20,555 shares
    Change vs previous 13F +20,372 shares

    <0.01% of the 13F portfolio, value $106,187.

    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 183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,299.

    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).