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IFP Advisors, Inc: ICVT position timeline

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

IFP Advisors, Inc held 43,742 ICVT 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 43,742 shares
    Change vs previous 13F +13,241 shares

    0.1% of the 13F portfolio, value $5,325,151.

    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 30,501 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $3,104,697.

    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 30,294 shares
    Change vs previous 13F -406 shares

    0.07% of the 13F portfolio, value $2,983,959.

    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 30,700 shares
    Change vs previous 13F -719 shares

    0.08% of the 13F portfolio, value $3,071,535.

    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 31,419 shares
    Change vs previous 13F +6,585 shares

    0.08% of the 13F portfolio, value $2,830,683.

    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 24,834 shares
    Change vs previous 13F +20,419 shares

    0.06% of the 13F portfolio, value $2,076,409.

    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 4,415 shares
    Change vs previous 13F -585 shares

    0.01% of the 13F portfolio, value $375,163.

    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 5,000 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $418,347.

    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).