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IFP Advisors, Inc: DFAU position timeline

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

IFP Advisors, Inc held 246,034 DFAU 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 246,034 shares
    Change vs previous 13F +29,386 shares

    0.23% of the 13F portfolio, value $12,717,497.

    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 216,648 shares
    Change vs previous 13F +8,297 shares

    0.2% of the 13F portfolio, value $9,775,158.

    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 208,351 shares
    Change vs previous 13F +4,151 shares

    0.22% of the 13F portfolio, value $9,750,827.

    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 204,200 shares
    Change vs previous 13F +99,560 shares

    0.24% of the 13F portfolio, value $9,344,192.

    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 104,640 shares
    Change vs previous 13F -394,056 shares

    0.13% of the 13F portfolio, value $4,432,560.

    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 498,696 shares
    Change vs previous 13F +11,503 shares

    0.59% of the 13F portfolio, value $19,169,854.

    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 487,193 shares
    Change vs previous 13F +4,884 shares

    0.65% of the 13F portfolio, value $19,726,490.

    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 482,309 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $19,142,864.

    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).