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IFP Advisors, Inc: DOW position timeline

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

IFP Advisors, Inc held 135,634 DOW 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 135,634 shares
    Change vs previous 13F -213 shares

    0.07% of the 13F portfolio, value $3,710,946.

    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 135,847 shares
    Change vs previous 13F -13,107 shares

    0.12% of the 13F portfolio, value $5,658,028.

    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 148,954 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $3,482,545.

    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 148,876 shares
    Change vs previous 13F +27,422 shares

    0.09% of the 13F portfolio, value $3,413,727.

    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 121,454 shares
    Change vs previous 13F +28,776 shares

    0.1% of the 13F portfolio, value $3,349,424.

    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 92,678 shares
    Change vs previous 13F +27,362 shares

    0.1% of the 13F portfolio, value $3,236,332.

    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 65,316 shares
    Change vs previous 13F +50,740 shares

    0.09% of the 13F portfolio, value $2,621,149.

    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 14,576 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $796,322.

    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).