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IFP Advisors, Inc: NAVI position timeline

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

IFP Advisors, Inc held 223 NAVI 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 223 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $1,898.

    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 187 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $1,530.

    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 257 shares
    Change vs previous 13F -13 shares

    <0.01% of the 13F portfolio, value $3,341.

    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 270 shares
    Change vs previous 13F +34 shares

    <0.01% of the 13F portfolio, value $3,550.

    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 236 shares
    Change vs previous 13F +110 shares

    <0.01% of the 13F portfolio, value $3,637.

    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 126 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,021.

    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 126 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $2,126.

    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 143 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,229.

    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).