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IFP Advisors, Inc: FNDX position timeline

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

IFP Advisors, Inc held 142,262 FNDX 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 142,262 shares
    Change vs previous 13F +14,755 shares

    0.08% of the 13F portfolio, value $4,424,348.

    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 127,507 shares
    Change vs previous 13F +6,550 shares

    0.07% of the 13F portfolio, value $3,551,070.

    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 120,957 shares
    Change vs previous 13F +26,290 shares

    0.07% of the 13F portfolio, value $3,291,240.

    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 94,667 shares
    Change vs previous 13F +6,234 shares

    0.06% of the 13F portfolio, value $2,489,742.

    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 88,433 shares
    Change vs previous 13F +25,705 shares

    0.06% of the 13F portfolio, value $2,170,133.

    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 62,728 shares
    Change vs previous 13F +9,806 shares

    0.05% of the 13F portfolio, value $1,481,001.

    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 52,922 shares
    Change vs previous 13F +36,394 shares

    0.04% of the 13F portfolio, value $1,253,177.

    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 16,528 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,186,013.

    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).