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IFP Advisors, Inc: IVW position timeline

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

IFP Advisors, Inc held 269,980 IVW 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 269,980 shares
    Change vs previous 13F -73,175 shares

    0.67% of the 13F portfolio, value $37,130,349.

    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 343,155 shares
    Change vs previous 13F -125,209 shares

    0.8% of the 13F portfolio, value $38,814,262.

    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 468,364 shares
    Change vs previous 13F +63,352 shares

    1.3% of the 13F portfolio, value $57,730,547.

    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 405,012 shares
    Change vs previous 13F +164,686 shares

    1.27% of the 13F portfolio, value $48,893,049.

    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 240,326 shares
    Change vs previous 13F +204,575 shares

    0.75% of the 13F portfolio, value $26,460,171.

    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 35,751 shares
    Change vs previous 13F -24,202 shares

    0.1% of the 13F portfolio, value $3,318,810.

    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 59,953 shares
    Change vs previous 13F -129,089 shares

    0.2% of the 13F portfolio, value $6,087,137.

    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 189,042 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $18,100,773.

    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).