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IFP Advisors, Inc: OVB position timeline

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

IFP Advisors, Inc held 1,336 OVB 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 1,336 shares
    Change vs previous 13F -2,853 shares

    <0.01% of the 13F portfolio, value $27,300.

    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 4,189 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $86,069.

    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 4,187 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $85,907.

    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 4,184 shares
    Change vs previous 13F -22,719 shares

    <0.01% of the 13F portfolio, value $87,153.

    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 26,903 shares
    Change vs previous 13F -58,801 shares

    0.02% of the 13F portfolio, value $552,050.

    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 85,704 shares
    Change vs previous 13F +9,019 shares

    0.05% of the 13F portfolio, value $1,756,127.

    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 76,685 shares
    Change vs previous 13F +1,792 shares

    0.05% of the 13F portfolio, value $1,550,726.

    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 74,893 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,615,477.

    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).