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IFP Advisors, Inc: FVD position timeline

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

IFP Advisors, Inc held 178,257 FVD 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 178,257 shares
    Change vs previous 13F -19,906 shares

    0.16% of the 13F portfolio, value $8,588,422.

    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 198,163 shares
    Change vs previous 13F +6,328 shares

    0.19% of the 13F portfolio, value $9,319,606.

    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 191,835 shares
    Change vs previous 13F +5,806 shares

    0.2% of the 13F portfolio, value $8,839,757.

    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 186,029 shares
    Change vs previous 13F -10,960 shares

    0.22% of the 13F portfolio, value $8,601,981.

    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 196,989 shares
    Change vs previous 13F -13,341 shares

    0.25% of the 13F portfolio, value $8,805,362.

    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 210,330 shares
    Change vs previous 13F -23,661 shares

    0.29% of the 13F portfolio, value $9,378,591.

    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 233,991 shares
    Change vs previous 13F -3,811 shares

    0.33% of the 13F portfolio, value $10,211,286.

    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 237,802 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,830,764.

    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).