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IFP Advisors, Inc: FNDA position timeline

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

IFP Advisors, Inc held 95,067 FNDA 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 95,067 shares
    Change vs previous 13F +13,341 shares

    0.07% of the 13F portfolio, value $3,618,250.

    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 81,726 shares
    Change vs previous 13F +8,168 shares

    0.05% of the 13F portfolio, value $2,650,374.

    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 73,558 shares
    Change vs previous 13F +4,810 shares

    0.05% of the 13F portfolio, value $2,317,813.

    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 68,748 shares
    Change vs previous 13F +1,874 shares

    0.06% of the 13F portfolio, value $2,142,188.

    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 66,874 shares
    Change vs previous 13F +5,203 shares

    0.05% of the 13F portfolio, value $1,915,961.

    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 61,671 shares
    Change vs previous 13F +3,898 shares

    0.05% of the 13F portfolio, value $1,689,144.

    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 57,773 shares
    Change vs previous 13F +31,483 shares

    0.06% of the 13F portfolio, value $1,715,896.

    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 26,290 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,566,105.

    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).