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IFP Advisors, Inc: IVLU position timeline

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

IFP Advisors, Inc held 251,132 IVLU 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 251,132 shares
    Change vs previous 13F +26,361 shares

    0.19% of the 13F portfolio, value $10,502,340.

    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 224,771 shares
    Change vs previous 13F +60,354 shares

    0.18% of the 13F portfolio, value $8,918,913.

    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 164,417 shares
    Change vs previous 13F +3,990 shares

    0.14% of the 13F portfolio, value $6,256,067.

    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 160,427 shares
    Change vs previous 13F -10,961 shares

    0.15% of the 13F portfolio, value $5,691,950.

    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 171,388 shares
    Change vs previous 13F -19,107 shares

    0.16% of the 13F portfolio, value $5,636,922.

    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 190,495 shares
    Change vs previous 13F -33,295 shares

    0.18% of the 13F portfolio, value $5,773,922.

    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 223,790 shares
    Change vs previous 13F -34,376 shares

    0.2% of the 13F portfolio, value $6,066,968.

    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 258,166 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,624,814.

    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).