Skip to content

IFP Advisors, Inc: DB position timeline

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

IFP Advisors, Inc held 105 DB 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 105 shares
    Change vs previous 13F -2,454 shares

    <0.01% of the 13F portfolio, value $3,545.

    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 2,559 shares
    Change vs previous 13F +626 shares

    <0.01% of the 13F portfolio, value $76,207.

    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 1,933 shares
    Change vs previous 13F -997 shares

    <0.01% of the 13F portfolio, value $74,536.

    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 2,930 shares
    Change vs previous 13F -510 shares

    <0.01% of the 13F portfolio, value $103,751.

    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 3,440 shares
    Change vs previous 13F +2,668 shares

    <0.01% of the 13F portfolio, value $100,730.

    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 772 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $18,406.

    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 772 shares
    Change vs previous 13F +148 shares

    <0.01% of the 13F portfolio, value $13,168.

    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 624 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,808.

    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).