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IFP Advisors, Inc: DFAI position timeline

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

IFP Advisors, Inc held 82,707 DFAI 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 82,707 shares
    Change vs previous 13F +6,510 shares

    0.06% of the 13F portfolio, value $3,411,664.

    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 76,197 shares
    Change vs previous 13F +3,064 shares

    0.06% of the 13F portfolio, value $2,968,635.

    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 73,133 shares
    Change vs previous 13F -489 shares

    0.06% of the 13F portfolio, value $2,787,099.

    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 73,622 shares
    Change vs previous 13F +25,347 shares

    0.07% of the 13F portfolio, value $2,676,160.

    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 48,275 shares
    Change vs previous 13F -73,848 shares

    0.05% of the 13F portfolio, value $1,668,892.

    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 122,123 shares
    Change vs previous 13F +18,512 shares

    0.12% of the 13F portfolio, value $3,813,917.

    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 103,611 shares
    Change vs previous 13F -8,675 shares

    0.1% of the 13F portfolio, value $3,025,433.

    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 112,286 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,568,421.

    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).