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IFP Advisors, Inc: IVE position timeline

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

IFP Advisors, Inc held 148,739 IVE 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 148,739 shares
    Change vs previous 13F -4,004 shares

    0.61% of the 13F portfolio, value $33,772,677.

    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 152,743 shares
    Change vs previous 13F +63,824 shares

    0.67% of the 13F portfolio, value $32,251,684.

    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 88,919 shares
    Change vs previous 13F +26,215 shares

    0.42% of the 13F portfolio, value $18,857,052.

    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 62,704 shares
    Change vs previous 13F +19,249 shares

    0.34% of the 13F portfolio, value $12,949,003.

    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 43,455 shares
    Change vs previous 13F +2,818 shares

    0.24% of the 13F portfolio, value $8,493,514.

    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 40,637 shares
    Change vs previous 13F +11,373 shares

    0.24% of the 13F portfolio, value $7,744,839.

    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 29,264 shares
    Change vs previous 13F +172 shares

    0.18% of the 13F portfolio, value $5,585,806.

    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 29,092 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,736,312.

    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).