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IFP Advisors, Inc: D position timeline

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

IFP Advisors, Inc held 25,484 D 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 25,484 shares
    Change vs previous 13F -2,129 shares

    0.03% of the 13F portfolio, value $1,740,302.

    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 27,613 shares
    Change vs previous 13F -1,584 shares

    0.04% of the 13F portfolio, value $1,707,036.

    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 29,197 shares
    Change vs previous 13F +19,333 shares

    0.04% of the 13F portfolio, value $1,710,652.

    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 9,864 shares
    Change vs previous 13F -6,849 shares

    0.02% of the 13F portfolio, value $603,381.

    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 16,713 shares
    Change vs previous 13F -401 shares

    0.03% of the 13F portfolio, value $944,608.

    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 17,114 shares
    Change vs previous 13F +11,570 shares

    0.03% of the 13F portfolio, value $959,558.

    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 5,544 shares
    Change vs previous 13F -16 shares

    0.01% of the 13F portfolio, value $298,593.

    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 5,560 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $321,302.

    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).