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IFP Advisors, Inc: IVV position timeline

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

IFP Advisors, Inc held 54,261 IVV 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 54,261 shares
    Change vs previous 13F +56 shares

    0.73% of the 13F portfolio, value $40,635,520.

    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 54,205 shares
    Change vs previous 13F +2,489 shares

    0.73% of the 13F portfolio, value $35,407,248.

    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 51,716 shares
    Change vs previous 13F -2,266 shares

    0.8% of the 13F portfolio, value $35,422,357.

    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 53,982 shares
    Change vs previous 13F +2,136 shares

    0.94% of the 13F portfolio, value $36,130,153.

    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 51,846 shares
    Change vs previous 13F +2,526 shares

    0.92% of the 13F portfolio, value $32,191,964.

    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 49,320 shares
    Change vs previous 13F +2,366 shares

    0.85% of the 13F portfolio, value $27,714,685.

    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 46,954 shares
    Change vs previous 13F -3,395 shares

    0.91% of the 13F portfolio, value $27,639,878.

    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 50,349 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $29,042,484.

    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).