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Disclosery

IFP Advisors, Inc: DDWM position timeline

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

IFP Advisors, Inc held 10,785 DDWM 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 10,785 shares
    Change vs previous 13F +74 shares

    0.01% of the 13F portfolio, value $498,051.

    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 10,711 shares
    Change vs previous 13F -2,511 shares

    0.01% of the 13F portfolio, value $472,462.

    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 13,222 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $575,686.

    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 13,328 shares
    Change vs previous 13F +19 shares

    0.01% of the 13F portfolio, value $557,110.

    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 13,309 shares
    Change vs previous 13F -3,196 shares

    0.02% of the 13F portfolio, value $527,867.

    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 16,505 shares
    Change vs previous 13F -6,861 shares

    0.02% of the 13F portfolio, value $607,269.

    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 23,366 shares
    Change vs previous 13F +4,720 shares

    0.03% of the 13F portfolio, value $803,359.

    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 18,646 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $668,645.

    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).