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IFP Advisors, Inc: FDL position timeline

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

IFP Advisors, Inc held 37,020 FDL 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 37,020 shares
    Change vs previous 13F -9,890 shares

    0.03% of the 13F portfolio, value $1,801,393.

    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 46,910 shares
    Change vs previous 13F +2,799 shares

    0.05% of the 13F portfolio, value $2,383,028.

    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 44,111 shares
    Change vs previous 13F +145 shares

    0.04% of the 13F portfolio, value $1,955,882.

    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 43,966 shares
    Change vs previous 13F -85 shares

    0.05% of the 13F portfolio, value $1,908,564.

    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 44,051 shares
    Change vs previous 13F +2,954 shares

    0.05% of the 13F portfolio, value $1,844,418.

    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 41,097 shares
    Change vs previous 13F -930 shares

    0.06% of the 13F portfolio, value $1,785,252.

    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 42,027 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $1,692,004.

    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 42,002 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,761,984.

    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).