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IFP Advisors, Inc: DTCR position timeline

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

IFP Advisors, Inc held 21,949 DTCR 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 21,949 shares
    Change vs previous 13F +1,980 shares

    0.01% of the 13F portfolio, value $666,591.

    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 19,969 shares
    Change vs previous 13F -1,128 shares

    0.01% of the 13F portfolio, value $478,457.

    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 21,097 shares
    Change vs previous 13F +667 shares

    0.01% of the 13F portfolio, value $445,147.

    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 20,430 shares
    Change vs previous 13F +15,817 shares

    0.01% of the 13F portfolio, value $418,406.

    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 4,613 shares
    Change vs previous 13F +858 shares

    <0.01% of the 13F portfolio, value $85,979.

    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 3,755 shares
    Change vs previous 13F +2,100 shares

    <0.01% of the 13F portfolio, value $61,051.

    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 1,655 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $27,390.

    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).