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Disclosery

IFP Advisors, Inc: EDV position timeline

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

IFP Advisors, Inc held 711 EDV 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 711 shares
    Change vs previous 13F -733 shares

    <0.01% of the 13F portfolio, value $46,272.

    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 1,444 shares
    Change vs previous 13F -877 shares

    <0.01% of the 13F portfolio, value $93,788.

    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 2,321 shares
    Change vs previous 13F -3,689 shares

    <0.01% of the 13F portfolio, value $150,888.

    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 6,010 shares
    Change vs previous 13F -228 shares

    0.01% of the 13F portfolio, value $411,384.

    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 6,238 shares
    Change vs previous 13F -40 shares

    0.01% of the 13F portfolio, value $419,843.

    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 6,278 shares
    Change vs previous 13F -20,394 shares

    0.01% of the 13F portfolio, value $446,440.

    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 26,672 shares
    Change vs previous 13F -2,849 shares

    0.06% of the 13F portfolio, value $1,806,254.

    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 29,521 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,352,204.

    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).