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IFP Advisors, Inc: FDVV position timeline

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

IFP Advisors, Inc held 263,334 FDVV 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 263,334 shares
    Change vs previous 13F +5,604 shares

    0.29% of the 13F portfolio, value $15,876,407.

    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 257,730 shares
    Change vs previous 13F +46,084 shares

    0.3% of the 13F portfolio, value $14,237,005.

    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 211,646 shares
    Change vs previous 13F +35,691 shares

    0.27% of the 13F portfolio, value $11,998,212.

    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 175,955 shares
    Change vs previous 13F +14,118 shares

    0.25% of the 13F portfolio, value $9,802,453.

    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 161,837 shares
    Change vs previous 13F +10,034 shares

    0.24% of the 13F portfolio, value $8,418,746.

    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 151,803 shares
    Change vs previous 13F -2,030 shares

    0.23% of the 13F portfolio, value $7,529,427.

    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 153,833 shares
    Change vs previous 13F +24,246 shares

    0.25% of the 13F portfolio, value $7,682,385.

    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 129,587 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,563,556.

    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).