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IFP Advisors, Inc: DFUV position timeline

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

IFP Advisors, Inc held 49,362 DFUV 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 49,362 shares
    Change vs previous 13F +6,642 shares

    0.05% of the 13F portfolio, value $2,715,404.

    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 42,720 shares
    Change vs previous 13F +8,743 shares

    0.04% of the 13F portfolio, value $2,070,211.

    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 33,977 shares
    Change vs previous 13F +630 shares

    0.04% of the 13F portfolio, value $1,582,988.

    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 33,347 shares
    Change vs previous 13F +14,319 shares

    0.04% of the 13F portfolio, value $1,490,277.

    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 19,028 shares
    Change vs previous 13F +15,245 shares

    0.02% of the 13F portfolio, value $804,505.

    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 3,783 shares
    Change vs previous 13F +89 shares

    <0.01% of the 13F portfolio, value $155,923.

    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 3,694 shares
    Change vs previous 13F +171 shares

    <0.01% of the 13F portfolio, value $151,155.

    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 3,523 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $146,868.

    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).