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IFP Advisors, Inc: FDG position timeline

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

IFP Advisors, Inc held 32,678 FDG 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 32,678 shares
    Change vs previous 13F +2,936 shares

    0.08% of the 13F portfolio, value $4,349,376.

    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 29,742 shares
    Change vs previous 13F -64 shares

    0.07% of the 13F portfolio, value $3,392,075.

    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 29,806 shares
    Change vs previous 13F +9,710 shares

    0.08% of the 13F portfolio, value $3,780,742.

    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 20,096 shares
    Change vs previous 13F +410 shares

    0.06% of the 13F portfolio, value $2,420,322.

    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 19,686 shares
    Change vs previous 13F +4,372 shares

    0.06% of the 13F portfolio, value $2,150,857.

    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 15,314 shares
    Change vs previous 13F +5,038 shares

    0.04% of the 13F portfolio, value $1,391,426.

    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 10,276 shares
    Change vs previous 13F +566 shares

    0.03% of the 13F portfolio, value $1,067,263.

    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 9,710 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $899,632.

    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).