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IFP Advisors, Inc: IVOL position timeline

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

IFP Advisors, Inc held 5,275 IVOL 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 5,275 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $91,205.

    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 5,275 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $98,695.

    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 5,275 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $101,069.

    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 5,462 shares
    Change vs previous 13F -15,193 shares

    <0.01% of the 13F portfolio, value $105,307.

    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 20,655 shares
    Change vs previous 13F -49,800 shares

    0.01% of the 13F portfolio, value $404,048.

    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 70,455 shares
    Change vs previous 13F -12,951 shares

    0.04% of the 13F portfolio, value $1,316,124.

    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 83,406 shares
    Change vs previous 13F +2,219 shares

    0.05% of the 13F portfolio, value $1,479,575.

    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 81,187 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,562,871.

    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).