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IFP Advisors, Inc: DGX position timeline

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

IFP Advisors, Inc held 12,005 DGX 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 12,005 shares
    Change vs previous 13F -467 shares

    0.05% of the 13F portfolio, value $2,544,460.

    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 12,472 shares
    Change vs previous 13F -3,792 shares

    0.05% of the 13F portfolio, value $2,444,263.

    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 16,264 shares
    Change vs previous 13F +3,986 shares

    0.06% of the 13F portfolio, value $2,822,292.

    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 12,278 shares
    Change vs previous 13F +30 shares

    0.06% of the 13F portfolio, value $2,339,941.

    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 12,248 shares
    Change vs previous 13F -1,194 shares

    0.06% of the 13F portfolio, value $2,218,786.

    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 13,442 shares
    Change vs previous 13F -2,081 shares

    0.07% of the 13F portfolio, value $2,361,016.

    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 15,523 shares
    Change vs previous 13F +14,579 shares

    0.08% of the 13F portfolio, value $2,345,730.

    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 944 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $146,557.

    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).