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Disclosery

IFP Advisors, Inc: DIA position timeline

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

IFP Advisors, Inc held 7,115 DIA 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 7,115 shares
    Change vs previous 13F -281 shares

    0.07% of the 13F portfolio, value $3,716,805.

    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 7,396 shares
    Change vs previous 13F +692 shares

    0.07% of the 13F portfolio, value $3,425,753.

    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 6,704 shares
    Change vs previous 13F -224 shares

    0.07% of the 13F portfolio, value $3,221,741.

    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 6,928 shares
    Change vs previous 13F -9,260 shares

    0.08% of the 13F portfolio, value $3,212,791.

    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 16,188 shares
    Change vs previous 13F -4,273 shares

    0.2% of the 13F portfolio, value $7,134,706.

    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 20,461 shares
    Change vs previous 13F +5,165 shares

    0.26% of the 13F portfolio, value $8,592,614.

    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 15,296 shares
    Change vs previous 13F -9,811 shares

    0.21% of the 13F portfolio, value $6,508,739.

    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 25,107 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,629,432.

    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).