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IFP Advisors, Inc: IVT position timeline

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

IFP Advisors, Inc held 4,587 IVT 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 4,587 shares
    Change vs previous 13F -1,464 shares

    <0.01% of the 13F portfolio, value $162,380.

    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 6,051 shares
    Change vs previous 13F +1,433 shares

    <0.01% of the 13F portfolio, value $184,313.

    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 4,618 shares
    Change vs previous 13F -69 shares

    <0.01% of the 13F portfolio, value $130,274.

    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 4,687 shares
    Change vs previous 13F +172 shares

    <0.01% of the 13F portfolio, value $134,142.

    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 4,515 shares
    Change vs previous 13F -155 shares

    <0.01% of the 13F portfolio, value $134,070.

    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 4,670 shares
    Change vs previous 13F -3,849 shares

    <0.01% of the 13F portfolio, value $137,159.

    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 8,519 shares
    Change vs previous 13F -350 shares

    0.01% of the 13F portfolio, value $256,677.

    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 8,869 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,615.

    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).