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IFP Advisors, Inc: DFIV position timeline

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

IFP Advisors, Inc held 66,320 DFIV 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 66,320 shares
    Change vs previous 13F +3,319 shares

    0.06% of the 13F portfolio, value $3,582,606.

    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 63,001 shares
    Change vs previous 13F -3,851 shares

    0.07% of the 13F portfolio, value $3,325,193.

    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 66,852 shares
    Change vs previous 13F +3,716 shares

    0.07% of the 13F portfolio, value $3,335,915.

    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 63,136 shares
    Change vs previous 13F +12,207 shares

    0.08% of the 13F portfolio, value $2,911,832.

    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 50,929 shares
    Change vs previous 13F +37,935 shares

    0.06% of the 13F portfolio, value $2,181,288.

    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 12,994 shares
    Change vs previous 13F +8,682 shares

    0.02% of the 13F portfolio, value $511,457.

    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 4,312 shares
    Change vs previous 13F +1,686 shares

    0.01% of the 13F portfolio, value $152,990.

    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 2,626 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $99,997.

    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).