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Disclosery

IFP Advisors, Inc: DNUT position timeline

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

IFP Advisors, Inc held 6,737 DNUT 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 6,737 shares
    Change vs previous 13F -2,435 shares

    <0.01% of the 13F portfolio, value $23,782.

    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 9,172 shares
    Change vs previous 13F -202 shares

    <0.01% of the 13F portfolio, value $31,093.

    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 9,374 shares
    Change vs previous 13F -3,000 shares

    <0.01% of the 13F portfolio, value $37,683.

    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 12,374 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $47,887.

    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 12,378 shares
    Change vs previous 13F +3,178 shares

    <0.01% of the 13F portfolio, value $36,078.

    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 9,200 shares
    Change vs previous 13F -3,142 shares

    <0.01% of the 13F portfolio, value $45,264.

    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 12,342 shares
    Change vs previous 13F -1,992 shares

    <0.01% of the 13F portfolio, value $122,560.

    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 14,334 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $153,942.

    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).