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IFP Advisors, Inc: DFAX position timeline

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

IFP Advisors, Inc held 44,564 DFAX 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 44,564 shares
    Change vs previous 13F +131 shares

    0.03% of the 13F portfolio, value $1,641,738.

    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 44,433 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $1,509,389.

    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 44,476 shares
    Change vs previous 13F +2,478 shares

    0.03% of the 13F portfolio, value $1,455,699.

    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 41,998 shares
    Change vs previous 13F +29,077 shares

    0.03% of the 13F portfolio, value $1,317,897.

    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 12,921 shares
    Change vs previous 13F +522 shares

    0.01% of the 13F portfolio, value $379,475.

    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 12,399 shares
    Change vs previous 13F +1,327 shares

    0.01% of the 13F portfolio, value $324,848.

    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 11,072 shares
    Change vs previous 13F +1,888 shares

    0.01% of the 13F portfolio, value $275,233.

    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 9,184 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,064.

    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).