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IFP Advisors, Inc: DY position timeline

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

IFP Advisors, Inc held 421 DY 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 421 shares
    Change vs previous 13F -3,667 shares

    <0.01% of the 13F portfolio, value $212,853.

    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 4,088 shares
    Change vs previous 13F +762 shares

    0.03% of the 13F portfolio, value $1,385,096.

    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 3,326 shares
    Change vs previous 13F +3,185 shares

    0.03% of the 13F portfolio, value $1,123,855.

    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 141 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $41,138.

    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 28 shares
    Change vs previous 13F -75 shares

    <0.01% of the 13F portfolio, value $6,843.

    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 103 shares
    Change vs previous 13F -53 shares

    <0.01% of the 13F portfolio, value $15,691.

    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 156 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $27,153.

    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 154 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,353.

    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).