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IFP Advisors, Inc: LVHI position timeline

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

IFP Advisors, Inc held 120,818 LVHI 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 120,818 shares
    Change vs previous 13F +6,026 shares

    0.09% of the 13F portfolio, value $4,903,399.

    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 114,792 shares
    Change vs previous 13F +2,159 shares

    0.1% of the 13F portfolio, value $4,653,668.

    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 112,633 shares
    Change vs previous 13F +3,113 shares

    0.09% of the 13F portfolio, value $4,147,147.

    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 109,520 shares
    Change vs previous 13F -63,232 shares

    0.1% of the 13F portfolio, value $3,805,820.

    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 172,752 shares
    Change vs previous 13F +33,379 shares

    0.16% of the 13F portfolio, value $5,623,111.

    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 139,373 shares
    Change vs previous 13F -7,969 shares

    0.14% of the 13F portfolio, value $4,511,494.

    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 147,342 shares
    Change vs previous 13F +63,601 shares

    0.15% of the 13F portfolio, value $4,496,895.

    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 83,741 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,602,663.

    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).