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IFP Advisors, Inc: ITOT position timeline

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

IFP Advisors, Inc held 118,813 ITOT 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 118,813 shares
    Change vs previous 13F -1,398 shares

    0.35% of the 13F portfolio, value $19,517,412.

    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 120,211 shares
    Change vs previous 13F -31,116 shares

    0.36% of the 13F portfolio, value $17,121,653.

    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 151,327 shares
    Change vs previous 13F -31,173 shares

    0.51% of the 13F portfolio, value $22,500,812.

    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 182,500 shares
    Change vs previous 13F +30,974 shares

    0.69% of the 13F portfolio, value $26,581,125.

    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 151,526 shares
    Change vs previous 13F -7,577 shares

    0.58% of the 13F portfolio, value $20,462,560.

    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 159,103 shares
    Change vs previous 13F -4,101 shares

    0.6% of the 13F portfolio, value $19,412,466.

    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 163,204 shares
    Change vs previous 13F +1,583 shares

    0.69% of the 13F portfolio, value $20,991,456.

    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 161,621 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $20,303,181.

    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).